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

LVM 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	-2,280	Closed	-$217K	–	172
2025 Q3	$217K	Hold	2,280	–	–	0.02%	150
2025 Q2	$214K	Hold	2,280	–	–	0.02%	144
2025 Q1	$214K	Hold	2,280	–	–	0.02%	139
2024 Q4	$202K	Buy	+2,280	New	+$209K	0.02%	149
2022 Q3	–	Sell	-3,017	Closed	-$212K	–	134
2022 Q2	$212K	Buy	+3,017	New	+$221K	0.03%	127

Other funds holding USMV

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

LVM Capital Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 2,280 shares — an estimated $217K sold.

LVM Capital Management first reported a position in USMV in Q2 2022 and held it in 5 quarters. The position peaked at $217K in Q3 2025. 1,373 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

LVM Capital Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
LVM Capital Management sold 2,280 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $217K.
LVM Capital Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2022 and held it in 5 quarters.
LVM Capital Management's iShares MSCI USA Min Vol Factor ETF position peaked at $217K 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 LVM Capital Management's 13F filing for Q4 2025, filed 12 Jan 2026.