L.J. Altfest & Co’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

L.J. Altfest & Co’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 Q4	–	Sell	-62,933	Closed	-$5.99M	–	372
2025 Q3	$5.99M	Buy	+62,933	New	+$5.89M	0.67%	34

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

L.J. Altfest & Co's USMV Position: Q4 2025 in Review

L.J. Altfest & Co sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 62,933 shares — an estimated $5.99M sold.

L.J. Altfest & Co first reported a position in USMV in Q3 2025 and held it in 1 quarter. The position peaked at $5.99M in Q3 2025. 1,373 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

L.J. Altfest & Co reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
L.J. Altfest & Co sold 62,933 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $5.99M.
L.J. Altfest & Co first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2025 and held it in 1 quarter.
L.J. Altfest & Co's iShares MSCI USA Min Vol Factor ETF position peaked at $5.99M in Q3 2025.
1,373 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on L.J. Altfest & Co's 13F filing for Q4 2025, filed 23 Jan 2026.