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

LPF 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
Q1 		$809K Sell
8,633
-6
-0.1% -$552 0.66% 13
2024
Q4 		$767K Sell
8,639
-24
-0.3% -$2.2K 0.64% 14
2024
Q3 		$791K Buy
8,663
+356
+4% +$31.4K 0.68% 13
2024
Q2 		$697K Buy
8,307
+2,190
+36% +$180K 0.64% 15
2024
Q1 		$511K Sell
6,117
-500
-8% -$40.3K 0.51% 14
2023
Q4 		$516K Buy
+6,617
New +$494K 0.55% 15

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPF Advisors's USMV Position: Q1 2025 in Review

LPF Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.07% in Q1 2025, selling an estimated $552 and leaving 8,633 shares worth $809K. The position accounts for 0.66% of the portfolio, ranked #13.

LPF Advisors first reported a position in USMV in Q4 2023 and has held it in 6 quarters since. 1,298 funds tracked by Wall St. Rank hold USMV as of Q1 2025.

  • LPF Advisors held 8,633 shares of iShares MSCI USA Min Vol Factor ETF worth $809K as of Q1 2025.
  • LPF Advisors sold 6 iShares MSCI USA Min Vol Factor ETF shares in Q1 2025, an estimated $552.
  • iShares MSCI USA Min Vol Factor ETF made up 0.66% of LPF Advisors's portfolio in Q1 2025, its #13 holding.
  • LPF Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 6 quarters since.
  • 1,298 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2025.

Based on LPF Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.