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Lee, Danner & Bass’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Lee, Danner & Bass’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
-737
Closed -$65.4K – 675
2024
Q4 		$65.4K Buy
+737
New +$67.6K 0.01% 321

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

Lee, Danner & Bass's USMV Position: Q1 2025 in Review

Lee, Danner & Bass sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2025, closing a stake of 737 shares — an estimated $65.4K sold.

Lee, Danner & Bass first reported a position in USMV in Q4 2024 and held it in 1 quarter. The position peaked at $65.4K in Q4 2024. 1,298 funds tracked by Wall St. Rank hold USMV as of Q1 2025.

  • Lee, Danner & Bass reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 737 iShares MSCI USA Min Vol Factor ETF shares in Q1 2025, an estimated $65.4K.
  • Lee, Danner & Bass first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's iShares MSCI USA Min Vol Factor ETF position peaked at $65.4K 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 Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.