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Meitav Investment House’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Meitav Investment House’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
-9,652
Closed -$918K – 255
2025
Q3 		$918K Hold
9,652
– – 0.01% 167
2025
Q2 		$906K Hold
9,652
– – 0.01% 151
2025
Q1 		$904K Hold
9,652
– – 0.02% 144
2024
Q4 		$857K Sell
9,652
-36
-0.4% -$3.3K 0.01% 139
2024
Q3 		$885K Hold
9,688
– – 0.01% 149
2024
Q2 		$813K Hold
9,688
– – 0.01% 152
2024
Q1 		$810K Sell
9,688
-200
-2% -$16.1K 0.02% 148
2023
Q4 		$772K Sell
9,888
-140
-1% -$10.4K 0.01% 221
2023
Q3 		$729K Sell
10,028
-51
-0.5% -$3.8K 0.01% 229
2023
Q2 		$749K Hold
10,079
– – 0.01% 246
2023
Q1 		$749K Hold
10,079
– – 0.01% 258
2022
Q4 		$727K Hold
10,079
– – 0.01% 268
2022
Q3 		$670K Hold
10,079
– – 0.01% 268
2022
Q2 		$708K Sell
10,079
-853
-8% -$62.4K 0.01% 260
2022
Q1 		$848K Hold
10,932
– – 0.01% 278
2021
Q4 		$884K Hold
10,932
– – 0.01% 270
2021
Q3 		$804K Buy
10,932
+1,280
+13% +$97.5K 0.01% 266
2021
Q2 		$710K Sell
9,652
-15,716
-62% -$1.14M 0.02% 276
2021
Q1 		$1.76K Hold
25,368
– – 0.05% 173
2020
Q4 		$1.71M Sell
25,368
-7,803
-24% -$514K 0.07% 129
2020
Q3 		$2.11M Hold
33,171
– – 0.1% 110
2020
Q2 		$2M Sell
33,171
-3,683
-10% -$219K 0.12% 100
2020
Q1 		$2.01M Buy
36,854
+18,710
+103% +$1.19M 0.15% 89
2019
Q4 		$1.19M Sell
18,144
-8,510
-32% -$547K 0.09% 148
2019
Q3 		$1.7M Buy
+26,654
New +$1.69M 0.12% 98
2019
Q2 		– Sell
-13,038
Closed -$767K – 485
2019
Q1 		$767K Buy
+13,038
New +$730K 0.04% 197
2018
Q4 		– Sell
-12,778
Closed -$727K – 444
2018
Q3 		$727K Hold
12,778
– – 0.04% 240
2018
Q2 		$2.48M Buy
+12,778
New +$672K 0.11% 107

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $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

Meitav Investment House's USMV Position: Q4 2025 in Review

Meitav Investment House sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 9,652 shares — an estimated $918K sold.

Meitav Investment House first reported a position in USMV in Q2 2018 and held it in 28 quarters. The position peaked at $2.48M in Q2 2018. 1,374 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

  • Meitav Investment House reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Meitav Investment House sold 9,652 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $918K.
  • Meitav Investment House first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2018 and held it in 28 quarters.
  • Meitav Investment House's iShares MSCI USA Min Vol Factor ETF position peaked at $2.48M in Q2 2018.
  • 1,374 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on Meitav Investment House's 13F filing for Q4 2025, filed 10 Feb 2026.