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Kathleen S. Wright Associates’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Kathleen S. Wright Associates’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$6.08M Buy
63,955
+58
+0.1% +$5.43K 2.26% 12
2025
Q2 		$6M Buy
63,897
+1,505
+2% +$138K 2.34% 11
2025
Q1 		$5.84M Buy
62,392
+103
+0.2% +$9.48K 2.42% 9
2024
Q4 		$5.53M Buy
62,289
+1,804
+3% +$165K 2.3% 10
2024
Q3 		$5.52M Sell
60,485
-1,269
-2% -$112K 2.28% 11
2024
Q2 		$5.18M Sell
61,754
-3,496
-5% -$288K 2.38% 9
2024
Q1 		$5.45M Sell
65,250
-1,733
-3% -$140K 2.57% 8
2023
Q4 		$5.23M Sell
66,983
-5,922
-8% -$442K 2.66% 8
2023
Q3 		$5.28M Buy
72,905
+4,366
+6% +$326K 2.95% 7
2023
Q2 		$5.09M Buy
68,539
+4,727
+7% +$345K 3.25% 8
2023
Q1 		$4.64M Buy
63,812
+2,482
+4% +$178K 3.05% 9
2022
Q4 		$4.42M Buy
61,330
+10,228
+20% +$728K 3% 8
2022
Q3 		$3.38M Buy
51,102
+1,737
+4% +$125K 2.74% 9
2022
Q2 		$3.47M Buy
49,365
+933
+2% +$68.3K 2.92% 6
2022
Q1 		$3.76M Buy
48,432
+29
+0.1% +$2.2K 2.74% 8
2021
Q4 		$3.92M Buy
+48,403
New +$3.75M 2.88% 8

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Kathleen S. Wright Associates's USMV Position: Q3 2025 in Review

Kathleen S. Wright Associates increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.09% in Q3 2025, buying an estimated $5.43K and bringing the position to 63,955 shares worth $6.08M. The position accounts for 2.26% of the portfolio, ranked #12.

Kathleen S. Wright Associates first reported a position in USMV in Q4 2021 and has held it in 16 quarters since. 1,304 funds tracked by Wall St. Rank hold USMV as of Q3 2025.

  • Kathleen S. Wright Associates held 63,955 shares of iShares MSCI USA Min Vol Factor ETF worth $6.08M as of Q3 2025.
  • Kathleen S. Wright Associates bought 58 iShares MSCI USA Min Vol Factor ETF shares in Q3 2025, an estimated $5.43K.
  • iShares MSCI USA Min Vol Factor ETF made up 2.26% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #12 holding.
  • Kathleen S. Wright Associates first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 16 quarters since.
  • 1,304 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.