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Laidlaw Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Laidlaw Wealth 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
-4,296
Closed -$381K – 147
2024
Q4 		$381K Sell
4,296
-988
-19% -$90.6K 0.17% 129
2024
Q3 		$482K Sell
5,284
-24,265
-82% -$2.14M 0.24% 116
2024
Q2 		$2.48M Sell
29,549
-4,454
-13% -$367K 1.36% 18
2024
Q1 		$2.84M Sell
34,003
-6,825
-17% -$551K 1.59% 14
2023
Q4 		$3.19M Sell
40,828
-17,319
-30% -$1.29M 1.16% 17
2023
Q3 		$4.21M Sell
58,147
-12,688
-18% -$946K 1.39% 12
2023
Q2 		$5.27M Sell
70,835
-4,109
-5% -$300K 1.03% 16
2023
Q1 		$5.45M Buy
74,944
+181
+0.2% +$13K 1.11% 13
2022
Q4 		$5.39M Buy
74,763
+62
+0.1% +$4.41K 1.16% 10
2022
Q3 		$4.94M Buy
74,701
+667
+0.9% +$48.1K 1.15% 12
2022
Q2 		$5.2M Buy
74,034
+6,700
+10% +$490K 1.06% 11
2022
Q1 		$5.22M Buy
67,334
+6,421
+11% +$486K 0.87% 22
2021
Q4 		$4.93M Buy
60,913
+3,591
+6% +$278K 0.79% 26
2021
Q3 		$4.21M Sell
57,322
-8,173
-12% -$623K 1.08% 21
2021
Q2 		$4.82M Buy
65,495
+9,161
+16% +$662K 1.24% 17
2021
Q1 		$3.9M Buy
56,334
+18,740
+50% +$1.27M 1.33% 12
2020
Q4 		$2.55M Buy
37,594
+18,828
+100% +$1.24M 0.54% 50
2020
Q3 		$1.2M Buy
+18,766
New +$1.19M 0.53% 61

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

Laidlaw Wealth Management's USMV Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2025, closing a stake of 4,296 shares — an estimated $381K sold.

Laidlaw Wealth Management first reported a position in USMV in Q3 2020 and held it in 18 quarters. The position peaked at $5.45M in Q1 2023. 1,298 funds tracked by Wall St. Rank hold USMV as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 4,296 iShares MSCI USA Min Vol Factor ETF shares in Q1 2025, an estimated $381K.
  • Laidlaw Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2020 and held it in 18 quarters.
  • Laidlaw Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $5.45M in Q1 2023.
  • 1,298 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.