Merriman Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Merriman Wealth 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
2024 Q4	$343K	Hold	3,859	–	–	0.01%	157
2024 Q3	$352K	Sell	3,859 -66	-2%	-$5.82K	0.01%	164
2024 Q2	$330K	Hold	3,925	–	–	0.01%	164
2024 Q1	$328K	Buy	3,925 +66	+2%	+$5.33K	0.01%	160
2023 Q4	$301K	Hold	3,859	–	–	0.01%	157
2023 Q3	$281K	Hold	3,859	–	–	0.01%	153
2023 Q2	$287K	Buy	+3,859	New	+$282K	0.01%	178
2014 Q1	–	Sell	-75,163	Closed	-$2.67M	–	94
2013 Q4	$2.67M	Sell	75,163 -659	-0.9%	-$22.9K	1.13%	26
2013 Q3	$2.52M	Buy	75,822 +22,220	+41%	+$742K	1.32%	24
2013 Q2	$1.75M	Buy	+53,602	New	+$1.78M	2.27%	11

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 $424B AUM 22.94% 1-Year Est. Return

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

Merriman Wealth Management's USMV Position: Q4 2024 in Review

Merriman Wealth Management held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q4 2024 at 3,859 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #157.

Merriman Wealth Management first reported a position in USMV in Q2 2013 and has held it in 10 quarters since. The position peaked at $2.67M in Q4 2013. 1,282 funds tracked by Wall St. Rank hold USMV as of Q4 2024.

Merriman Wealth Management held 3,859 shares of iShares MSCI USA Min Vol Factor ETF worth $343K as of Q4 2024.
Merriman Wealth Management left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q4 2024.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #157 holding.
Merriman Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2013 and has held it in 10 quarters since.
Merriman Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $2.67M in Q4 2013.
1,282 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.