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Lindbrook Capital’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Lindbrook Capital’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 		$71.8K Buy
766
+17
+2% +$1.56K 0.01% 827
2024
Q4 		$66.5K Hold
749
– – 0.01% 694
2024
Q3 		$68.4K Hold
749
– – 0.01% 688
2024
Q2 		$62.9K Hold
749
– – 0.01% 708
2024
Q1 		$62.6K Sell
749
-928
-55% -$74.9K 0.01% 695
2023
Q4 		$131K Sell
1,677
-199
-11% -$14.8K 0.01% 441
2023
Q3 		$136K Hold
1,876
– – 0.02% 398
2023
Q2 		$139K Hold
1,876
– – 0.01% 410
2023
Q1 		$136K Hold
1,876
– – 0.02% 398
2022
Q4 		$135K Hold
1,876
– – 0.02% 420
2022
Q3 		$124K Hold
1,876
– – 0.02% 388
2022
Q2 		$132K Buy
1,876
+72
+4% +$5.27K 0.02% 378
2022
Q1 		$140K Sell
1,804
-500
-22% -$37.9K 0.02% 374
2021
Q4 		$186K Buy
+2,304
New +$178K 0.03% 325

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 $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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lindbrook Capital's USMV Position: Q1 2025 in Review

Lindbrook Capital increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.3% in Q1 2025, buying an estimated $1.56K and bringing the position to 766 shares worth $71.8K. The position accounts for 0.01% of the portfolio, ranked #827.

Lindbrook Capital first reported a position in USMV in Q4 2021 and has held it in 14 quarters since. The position peaked at $186K in Q4 2021. 1,299 funds tracked by Wall St. Rank hold USMV as of Q1 2025.

  • Lindbrook Capital held 766 shares of iShares MSCI USA Min Vol Factor ETF worth $71.8K as of Q1 2025.
  • Lindbrook Capital bought 17 iShares MSCI USA Min Vol Factor ETF shares in Q1 2025, an estimated $1.56K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #827 holding.
  • Lindbrook Capital first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 14 quarters since.
  • Lindbrook Capital's iShares MSCI USA Min Vol Factor ETF position peaked at $186K in Q4 2021.
  • 1,299 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.