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

Logan Capital Management’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
-17
Closed -$1.62K – 461
2025
Q3 		$1.62K Hold
17
– – ﹤0.01% 405
2025
Q2 		$1.6K Hold
17
– – ﹤0.01% 402
2025
Q1 		$1.59K Hold
17
– – ﹤0.01% 492
2024
Q4 		$1.51K Buy
+17
New +$1.56K ﹤0.01% 466

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 $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Logan Capital Management's USMV Position: Q4 2025 in Review

Logan Capital Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 17 shares — an estimated $1.62K sold.

Logan Capital Management first reported a position in USMV in Q4 2024 and held it in 4 quarters. The position peaked at $1.62K in Q3 2025. 1,373 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

  • Logan Capital Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Logan Capital Management sold 17 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $1.62K.
  • Logan Capital Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and held it in 4 quarters.
  • Logan Capital Management's iShares MSCI USA Min Vol Factor ETF position peaked at $1.62K in Q3 2025.
  • 1,373 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on Logan Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.