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

MinichMacGregor 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
2025
Q3 		– Sell
-3,015
Closed -$283K – 152
2025
Q2 		$283K Buy
+3,015
New +$277K 0.06% 99

Other funds holding USMV

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Bank of America
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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

MinichMacGregor Wealth Management's USMV Position: Q3 2025 in Review

MinichMacGregor Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2025, closing a stake of 3,015 shares — an estimated $283K sold.

MinichMacGregor Wealth Management first reported a position in USMV in Q2 2025 and held it in 1 quarter. The position peaked at $283K in Q2 2025. 1,304 funds tracked by Wall St. Rank hold USMV as of Q3 2025.

  • MinichMacGregor Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 3,015 iShares MSCI USA Min Vol Factor ETF shares in Q3 2025, an estimated $283K.
  • MinichMacGregor Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2025 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $283K 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 MinichMacGregor Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.