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Mach-1 Financial Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Mach-1 Financial Group’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
-2,588
Closed -$246K – 448
2025
Q3 		$246K Buy
+2,588
New +$242K 0.04% 199
2023
Q2 		– Sell
-123
Closed -$8.97K – 337
2023
Q1 		$8.97K Buy
+123
New +$8.84K 0.06% 141
2022
Q4 		– Sell
-103
Closed -$6K – 445
2022
Q3 		$6K Sell
103
-94
-48% -$6.78K 0.01% 267
2022
Q2 		$13K Buy
+197
New +$14.4K 0.01% 213

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Mach-1 Financial Group's USMV Position: Q4 2025 in Review

Mach-1 Financial Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 2,588 shares — an estimated $246K sold.

Mach-1 Financial Group first reported a position in USMV in Q2 2022 and held it in 4 quarters. The position peaked at $246K in Q3 2025. 1,376 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

  • Mach-1 Financial Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Mach-1 Financial Group sold 2,588 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $246K.
  • Mach-1 Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2022 and held it in 4 quarters.
  • Mach-1 Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $246K in Q3 2025.
  • 1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on Mach-1 Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.