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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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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. 1,378 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.
  • 1,378 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.