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Legacy Investment Solutions’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Legacy Investment Solutions’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
Q2 		$2.25K Buy
+24
New +$2.21K ﹤0.01% 496
2024
Q4 		$2.23K Buy
24
+11
+85% +$1.01K ﹤0.01% 480
2024
Q3 		$1.21K Buy
+13
New +$1.15K ﹤0.01% 531

Other funds holding USMV

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Investment Solutions's USMV Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2025: 24 shares worth $2.25K. The stake represents ﹤0.01% of the portfolio and ranks #496 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in USMV as recently as Q4 2024.

Legacy Investment Solutions first reported a position in USMV in Q3 2024 and has held it in 3 quarters since. 1,300 funds tracked by Wall St. Rank hold USMV as of Q2 2025.

  • Legacy Investment Solutions held 24 shares of iShares MSCI USA Min Vol Factor ETF worth $2.25K as of Q2 2025.
  • iShares MSCI USA Min Vol Factor ETF was a new Legacy Investment Solutions position in Q2 2025.
  • iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #496 holding.
  • Legacy Investment Solutions first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2024 and has held it in 3 quarters since.
  • 1,300 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.