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LGT Financial Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

LGT Financial Advisors’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
-470
Closed -$44.7K – 370
2025
Q3 		$44.7K Sell
470
-40
-8% -$3.75K 0.1% 132
2025
Q2 		$47.9K Sell
510
-6
-1% -$552 0.12% 101
2025
Q1 		$48.3K Buy
516
+340
+193% +$31.3K 0.15% 103
2024
Q4 		$15.6K Sell
176
-97
-36% -$8.9K 0.03% 362
2024
Q3 		$24.9K Sell
273
-5
-2% -$441 0.06% 236
2024
Q2 		$23.3K Sell
278
-1,400
-83% -$115K 0.05% 271
2024
Q1 		$140K Buy
1,678
+44
+3% +$3.55K 0.16% 147
2023
Q4 		$128K Sell
1,634
-412
-20% -$30.7K 0.16% 145
2023
Q3 		$148K Buy
2,046
+340
+20% +$25.4K 0.19% 118
2023
Q2 		$127K Buy
+1,706
New +$125K 0.14% 129
2023
Q1 		– Sell
-1,443
Closed -$104K – 192
2022
Q4 		$104K Buy
+1,443
New +$103K 0.12% 118

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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

LGT Financial Advisors's USMV Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 470 shares — an estimated $44.7K sold.

LGT Financial Advisors first reported a position in USMV in Q4 2022 and held it in 11 quarters. The position peaked at $148K in Q3 2023. 1,373 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

  • LGT Financial Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 470 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $44.7K.
  • LGT Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and held it in 11 quarters.
  • LGT Financial Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $148K in Q3 2023.
  • 1,373 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.