Main Street Financial Solutions’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Main Street Financial Solutions’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
2024 Q4	–	Sell	-2,453	Closed	-$224K	–	567
2024 Q3	$224K	Buy	2,453 +6	+0.2%	+$529	0.02%	481
2024 Q2	$205K	Sell	2,447 -226	-8%	-$18.6K	0.02%	508
2024 Q1	$223K	Buy	2,673 +86	+3%	+$6.94K	0.02%	469
2023 Q4	$202K	Buy	+2,587	New	+$193K	0.03%	433
2023 Q2	–	Sell	-2,794	Closed	-$203K	–	459
2023 Q1	$203K	Sell	2,794 -371	-12%	-$26.7K	0.03%	427
2022 Q4	$228K	Buy	3,165 +12	+0.4%	+$854	0.04%	392
2022 Q3	$208K	Hold	3,153	–	–	0.03%	404
2022 Q2	$221K	Hold	3,153	–	–	0.03%	411
2022 Q1	$245K	Sell	3,153 -3,728	-54%	-$282K	0.04%	395
2021 Q4	$557K	Buy	6,881 +1,082	+19%	+$83.8K	0.08%	249
2021 Q3	$426K	Buy	5,799 +217	+4%	+$16.5K	0.07%	292
2021 Q2	$411K	Buy	+5,582	New	+$403K	0.07%	286

Other funds holding USMV

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Main Street Financial Solutions's USMV Position: Q4 2024 in Review

Main Street Financial Solutions sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2024, closing a stake of 2,453 shares — an estimated $224K sold.

Main Street Financial Solutions first reported a position in USMV in Q2 2021 and held it in 12 quarters. The position peaked at $557K in Q4 2021. 1,282 funds tracked by Wall St. Rank hold USMV as of Q4 2024.

Main Street Financial Solutions reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
Main Street Financial Solutions sold 2,453 iShares MSCI USA Min Vol Factor ETF shares in Q4 2024, an estimated $224K.
Main Street Financial Solutions first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2021 and held it in 12 quarters.
Main Street Financial Solutions's iShares MSCI USA Min Vol Factor ETF position peaked at $557K in Q4 2021.
1,282 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2024.

Based on Main Street Financial Solutions's 13F filing for Q4 2024, filed 13 Feb 2025.