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Mendel Money Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Mendel Money 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
Q3 		– Sell
-5,623
Closed -$528K – 156
2025
Q2 		$528K Buy
5,623
+61
+1% +$5.61K 0.23% 97
2025
Q1 		$521K Buy
5,562
+8
+0.1% +$736 0.25% 96
2024
Q4 		$493K Sell
5,554
-160
-3% -$14.7K 0.22% 97
2024
Q3 		$522K Buy
5,714
+379
+7% +$33.4K 0.23% 99
2024
Q2 		$448K Buy
5,335
+191
+4% +$15.7K 0.21% 98
2024
Q1 		$430K Buy
5,144
+49
+1% +$3.95K 0.2% 100
2023
Q4 		$398K Buy
5,095
+207
+4% +$15.4K 0.19% 103
2023
Q3 		$354K Buy
4,888
+344
+8% +$25.6K 0.19% 99
2023
Q2 		$338K Buy
4,544
+401
+10% +$29.3K 0.17% 108
2023
Q1 		$301K Sell
4,143
-324
-7% -$23.3K 0.16% 106
2022
Q4 		$322K Buy
4,467
+91
+2% +$6.48K 0.18% 100
2022
Q3 		$289K Sell
4,376
-3
-0.1% -$216 0.18% 96
2022
Q2 		$307K Sell
4,379
-578
-12% -$42.3K 0.18% 95
2022
Q1 		$385K Buy
4,957
+638
+15% +$48.3K 0.19% 96
2021
Q4 		$349K Buy
4,319
+276
+7% +$21.4K 0.2% 59
2021
Q3 		$297K Buy
4,043
+208
+5% +$15.8K 0.19% 63
2021
Q2 		$282K Sell
3,835
-3
-0.1% -$217 0.18% 60
2021
Q1 		$266K Buy
3,838
+386
+11% +$26.1K 0.17% 61
2020
Q4 		$234K Sell
3,452
-367
-10% -$24.2K 0.16% 59
2020
Q3 		$243K Buy
3,819
+372
+11% +$23.6K 0.19% 54
2020
Q2 		$209K Buy
+3,447
New +$205K 0.18% 55

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
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Mendel Money Management's USMV Position: Q3 2025 in Review

Mendel Money Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2025, closing a stake of 5,623 shares — an estimated $528K sold.

Mendel Money Management first reported a position in USMV in Q2 2020 and held it in 21 quarters. The position peaked at $528K in Q2 2025. 1,304 funds tracked by Wall St. Rank hold USMV as of Q3 2025.

  • Mendel Money Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Mendel Money Management sold 5,623 iShares MSCI USA Min Vol Factor ETF shares in Q3 2025, an estimated $528K.
  • Mendel Money Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2020 and held it in 21 quarters.
  • Mendel Money Management's iShares MSCI USA Min Vol Factor ETF position peaked at $528K in Q2 2025.
  • 1,304 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2025.

Based on Mendel Money Management's 13F filing for Q3 2025, filed 10 Nov 2025.