Koshinski Asset Management
USMV icon

Koshinski Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Koshinski Asset Management’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
Q1 		– Sell
-2,451
Closed -$218M – 665
2024
Q4 		$218M Sell
2,451
-1,071
-30% -$98.3K 0.02% 579
2024
Q3 		$322K Buy
3,522
+12
+0.3% +$1.06K 0.03% 478
2024
Q2 		$295K Sell
3,510
-834
-19% -$68.7K 0.03% 463
2024
Q1 		$363K Sell
4,344
-750
-15% -$60.5K 0.04% 391
2023
Q4 		$397K Sell
5,094
-1,212
-19% -$90.4K 0.06% 326
2023
Q3 		$456K Buy
6,306
+2,414
+62% +$180K 0.05% 346
2023
Q2 		$289K Sell
3,892
-1,160
-23% -$84.8K 0.03% 464
2023
Q1 		$367K Buy
5,052
+420
+9% +$30.2K 0.04% 387
2022
Q4 		$334K Sell
4,632
-1,103
-19% -$78.5K 0.03% 440
2022
Q3 		$379K Buy
5,735
+648
+13% +$46.7K 0.05% 373
2022
Q2 		$357K Buy
5,087
+1,046
+26% +$76.6K 0.04% 432
2022
Q1 		$313K Sell
4,041
-3,720
-48% -$282K 0.03% 474
2021
Q4 		$628K Buy
7,761
+3,686
+90% +$285K 0.05% 358
2021
Q3 		$300K Sell
4,075
-408
-9% -$31.1K 0.03% 510
2021
Q2 		$330K Sell
4,483
-3,626
-45% -$262K 0.04% 410
2021
Q1 		$561K Sell
8,109
-495
-6% -$33.5K 0.06% 340
2020
Q4 		$584K Sell
8,604
-176
-2% -$11.6K 0.07% 286
2020
Q3 		$582 Buy
8,780
+3,651
+71% +$232K 0.08% 259
2020
Q2 		$311K Buy
5,129
+1,100
+27% +$65.3K 0.05% 381
2020
Q1 		$218K Sell
4,029
-6,467
-62% -$410K 0.05% 406
2019
Q4 		$687K Buy
+10,496
New +$674K 0.12% 249
2019
Q3 		– Sell
-9,133
Closed -$564K – 269
2019
Q2 		$564K Buy
9,133
+1,948
+27% +$117K 0.23% 132
2019
Q1 		$422 Buy
+7,185
New +$402K 0.11% 227

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Koshinski Asset Management's USMV Position: Q1 2025 in Review

Koshinski Asset Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2025, closing a stake of 2,451 shares — an estimated $218M sold.

Koshinski Asset Management first reported a position in USMV in Q1 2019 and held it in 23 quarters. The position peaked at $218M in Q4 2024. 1,298 funds tracked by Wall St. Rank hold USMV as of Q1 2025.

  • Koshinski Asset Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Koshinski Asset Management sold 2,451 iShares MSCI USA Min Vol Factor ETF shares in Q1 2025, an estimated $218M.
  • Koshinski Asset Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2019 and held it in 23 quarters.
  • Koshinski Asset Management's iShares MSCI USA Min Vol Factor ETF position peaked at $218M in Q4 2024.
  • 1,298 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2025.

Based on Koshinski Asset Management's 13F filing for Q1 2025, filed 25 Apr 2025.