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

Little House 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 Q3	–	Sell	-2,585	Closed	-$243K	–	133
2025 Q2	$243K	Sell	2,585 -6,533	-72%	-$601K	0.06%	115
2025 Q1	$854K	Buy	+9,118	New	+$839K	0.23%	92
2023 Q4	–	Sell	-7,298	Closed	-$528K	–	125
2023 Q3	$528K	Buy	+7,298	New	+$544K	0.22%	90
2021 Q1	–	Sell	-3,711	Closed	-$251K	–	164
2020 Q4	$251K	Sell	3,711 -27,319	-88%	-$1.8M	0.19%	92
2020 Q3	$1.98M	Sell	31,030 -3,757	-11%	-$238K	1.64%	19
2020 Q2	$2.11M	Buy	34,787 +5,391	+18%	+$320K	1.94%	14
2020 Q1	$1.59M	Buy	+29,396	New	+$1.86M	1.73%	22

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Little House Capital's USMV Position: Q3 2025 in Review

Little House Capital sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2025, closing a stake of 2,585 shares — an estimated $243K sold.

Little House Capital first reported a position in USMV in Q1 2020 and held it in 7 quarters. The position peaked at $2.11M in Q2 2020. 1,304 funds tracked by Wall St. Rank hold USMV as of Q3 2025.

Little House Capital reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
Little House Capital sold 2,585 iShares MSCI USA Min Vol Factor ETF shares in Q3 2025, an estimated $243K.
Little House Capital first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2020 and held it in 7 quarters.
Little House Capital's iShares MSCI USA Min Vol Factor ETF position peaked at $2.11M in Q2 2020.
1,304 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2025.

Based on Little House Capital's 13F filing for Q3 2025, filed 3 Nov 2025.