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Lowe Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Lowe Wealth 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
Q3 		$20.7M Sell
217,277
-3,156
-1% -$296K 7.55% 3
2025
Q2 		$20.7M Buy
220,433
+1,454
+0.7% +$134K 8.08% 3
2025
Q1 		$20.5M Sell
218,979
-7,784
-3% -$716K 8.71% 3
2024
Q4 		$20.1M Sell
226,763
-5,158
-2% -$473K 8.58% 3
2024
Q3 		$21.2M Buy
231,921
+198
+0.1% +$17.5K 9.12% 3
2024
Q2 		$19.5M Sell
231,723
-4,569
-2% -$376K 8.86% 3
2024
Q1 		$19.7M Sell
236,292
-956
-0.4% -$77.1K 9.2% 3
2023
Q4 		$18.5M Sell
237,248
-12,492
-5% -$932K 9.16% 3
2023
Q3 		$18.1M Sell
249,740
-3,540
-1% -$264K 9.61% 3
2023
Q2 		$18.8M Sell
253,280
-1,383
-0.5% -$101K 9.55% 3
2023
Q1 		$18.5M Sell
254,663
-15,923
-6% -$1.14M 9.97% 2
2022
Q4 		$19.5M Sell
270,586
-2,602
-1% -$185K 10.78% 2
2022
Q3 		$18.1M Sell
273,188
-1,618
-0.6% -$117K 10.63% 2
2022
Q2 		$19.3M Sell
274,806
-2,304
-0.8% -$169K 10.53% 2
2022
Q1 		$21.5M Sell
277,110
-13,005
-4% -$985K 9.72% 3
2021
Q4 		$23.5M Sell
290,115
-1,177
-0.4% -$91.1K 10.33% 3
2021
Q3 		$21.4M Sell
291,292
-2,470
-0.8% -$188K 10.15% 3
2021
Q2 		$21.6M Sell
293,762
-6,870
-2% -$496K 10.35% 3
2021
Q1 		$20.8M Sell
300,632
-31,017
-9% -$2.1M 10.46% 3
2020
Q4 		$22.5M Sell
331,649
-11,413
-3% -$751K 11.44% 3
2020
Q3 		$21.9M Sell
343,062
-11,039
-3% -$700K 12.14% 2
2020
Q2 		$21.5M Sell
354,101
-5,521
-2% -$328K 12.65% 2
2020
Q1 		$19.4M Sell
359,622
-14,624
-4% -$928K 13.68% 2
2019
Q4 		$24.6M Sell
374,246
-912
-0.2% -$58.6K 13.64% 2
2019
Q3 		$24M Buy
375,158
+293
+0.1% +$18.6K 14.37% 2
2019
Q2 		$23.1M Buy
374,865
+1,041
+0.3% +$62.5K 13.89% 2
2019
Q1 		$22M Sell
373,824
-419
-0.1% -$23.5K 13.31% 2
2018
Q4 		$19.6M Sell
374,243
-3,592
-1% -$197K 13.4% 2
2018
Q3 		$21.6M Buy
377,835
+5,339
+1% +$298K 12.75% 2
2018
Q2 		$19.8M Sell
372,496
-646
-0.2% -$34K 12.29% 2
2018
Q1 		$19.4M Sell
373,142
-41,461
-10% -$2.19M 12.16% 2
2017
Q4 		$21.9M Sell
414,603
-3,142
-0.8% -$163K 13.33% 2
2017
Q3 		$21M Sell
417,745
-16,301
-4% -$813K 13.14% 2
2017
Q2 		$21.2M Sell
434,046
-25
-0% -$1.22K 13.55% 2
2017
Q1 		$20.7M Sell
434,071
-1,937
-0.4% -$90.7K 13.62% 2
2016
Q4 		$19.7M Sell
436,008
-5,166
-1% -$231K 13.48% 2
2016
Q3 		$20M Sell
441,174
-20,552
-4% -$951K 13.57% 2
2016
Q2 		$21.3M Buy
461,726
+939
+0.2% +$41.7K 14.34% 2
2016
Q1 		$20.2M Buy
460,787
+5,629
+1% +$234K 13.89% 2
2015
Q4 		$19M Buy
455,158
+14,819
+3% +$617K 12.95% 2
2015
Q3 		$17.4M Sell
440,339
-2,864
-0.6% -$117K 13.2% 2
2015
Q2 		$17.9M Buy
443,203
+8,701
+2% +$360K 12.1% 2
2015
Q1 		$17.9M Sell
434,502
-2,257
-0.5% -$93K 12.19% 2
2014
Q4 		$17.7M Buy
+436,759
New +$17.2M 12.65% 2

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 $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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Lowe Wealth Advisors's USMV Position: Q3 2025 in Review

Lowe Wealth Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.4% in Q3 2025, selling an estimated $296K and leaving 217,277 shares worth $20.7M. The position accounts for 7.55% of the portfolio, ranked #3.

Lowe Wealth Advisors first reported a position in USMV in Q4 2014 and has held it in 44 quarters since. The position peaked at $24.6M in Q4 2019. 1,304 funds tracked by Wall St. Rank hold USMV as of Q3 2025.

  • Lowe Wealth Advisors held 217,277 shares of iShares MSCI USA Min Vol Factor ETF worth $20.7M as of Q3 2025.
  • Lowe Wealth Advisors sold 3,156 iShares MSCI USA Min Vol Factor ETF shares in Q3 2025, an estimated $296K.
  • iShares MSCI USA Min Vol Factor ETF made up 7.55% of Lowe Wealth Advisors's portfolio in Q3 2025, its #3 holding.
  • Lowe Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2014 and has held it in 44 quarters since.
  • Lowe Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $24.6M in Q4 2019.
  • 1,304 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.