Moloney Securities Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.1M | Buy |
74,605
+18
| +0% | +$1.69K | 0.84% | 28 |
|
|
2025
Q2 | $7M | Buy |
74,587
+742
| +1% | +$68.3K | 0.87% | 19 |
|
|
2025
Q1 | $6.92M | Buy |
73,845
+617
| +0.8% | +$56.8K | 0.94% | 16 |
|
|
2024
Q4 | $6.5M | Buy |
73,228
+443
| +0.6% | +$40.6K | 0.87% | 21 |
|
|
2024
Q3 | $6.65M | Sell |
72,785
-538
| -0.7% | -$47.4K | 0.89% | 19 |
|
|
2024
Q2 | $6.16M | Sell |
73,323
-2,845
| -4% | -$234K | 0.89% | 19 |
|
|
2024
Q1 | $6.37M | Buy |
76,168
+4,087
| +6% | +$330K | 0.96% | 16 |
|
|
2023
Q4 | $5.62M | Buy |
72,081
+2,438
| +4% | +$182K | 0.89% | 15 |
|
|
2023
Q3 | $5.04M | Buy |
69,643
+2,395
| +4% | +$179K | 0.91% | 17 |
|
|
2023
Q2 | $5M | Buy |
67,248
+1,821
| +3% | +$133K | 0.88% | 18 |
|
|
2023
Q1 | $4.76M | Buy |
65,427
+879
| +1% | +$63.2K | 0.89% | 17 |
|
|
2022
Q4 | $4.65M | Sell |
64,548
-2,325
| -3% | -$165K | 1.03% | 17 |
|
|
2022
Q3 | $4.42M | Buy |
66,873
+3,225
| +5% | +$233K | 1.07% | 16 |
|
|
2022
Q2 | $4.47M | Buy |
63,648
+2,490
| +4% | +$182K | 1.05% | 17 |
|
|
2022
Q1 | $4.74M | Buy |
61,158
+1,395
| +2% | +$106K | 0.92% | 18 |
|
|
2021
Q4 | $4.83M | Buy |
59,763
+1,821
| +3% | +$141K | 0.82% | 18 |
|
|
2021
Q3 | $4.26M | Buy |
57,942
+3,189
| +6% | +$243K | 0.77% | 28 |
|
|
2021
Q2 | $4.03M | Buy |
54,753
+3,064
| +6% | +$221K | 0.73% | 31 |
|
|
2021
Q1 | $3.58M | Sell |
51,689
-1,612
| -3% | -$109K | 0.7% | 35 |
|
|
2020
Q4 | $3.62M | Buy |
53,301
+75
| +0.1% | +$4.94K | 0.8% | 26 |
|
|
2020
Q3 | $3.39M | Buy |
53,226
+4,241
| +9% | +$269K | 0.9% | 24 |
|
|
2020
Q2 | $2.97M | Buy |
48,985
+6,498
| +15% | +$386K | 0.86% | 29 |
|
|
2020
Q1 | $2.29M | Buy |
42,487
+786
| +2% | +$49.9K | 0.82% | 35 |
|
|
2019
Q4 | $2.74M | Buy |
41,701
+3,430
| +9% | +$220K | 0.85% | 25 |
|
|
2019
Q3 | $2.45M | Buy |
38,271
+21,903
| +134% | +$1.39M | 0.82% | 28 |
|
|
2019
Q2 | $1.01M | Buy |
16,368
+5,111
| +45% | +$307K | 0.34% | 89 |
|
|
2019
Q1 | $662K | Buy |
11,257
+200
| +2% | +$11.2K | 0.23% | 130 |
|
|
2018
Q4 | $579K | Buy |
11,057
+5,042
| +84% | +$277K | 0.24% | 123 |
|
|
2018
Q3 | $343K | Buy |
6,015
+540
| +10% | +$30.1K | 0.12% | 192 |
|
|
2018
Q2 | $291K | Sell |
5,475
-6,410
| -54% | -$337K | 0.11% | 209 |
|
|
2018
Q1 | $617K | Buy |
11,885
+4,125
| +53% | +$218K | 0.25% | 124 |
|
|
2017
Q4 | $410K | Buy |
7,760
+500
| +7% | +$25.9K | 0.17% | 156 |
|
|
2017
Q3 | $365K | Buy |
7,260
+1,134
| +19% | +$56.6K | 0.16% | 164 |
|
|
2017
Q2 | $300K | Buy |
6,126
+1,000
| +20% | +$48.7K | 0.15% | 178 |
|
|
2017
Q1 | $245K | Buy |
+5,126
| New | +$240K | 0.13% | 198 |
|
Other funds holding USMV
CCA
Moloney Securities Asset Management's USMV Position: Q3 2025 in Review
Moloney Securities Asset Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.02% in Q3 2025, buying an estimated $1.69K and bringing the position to 74,605 shares worth $7.1M. The position accounts for 0.84% of the portfolio, ranked #28.
Moloney Securities Asset Management first reported a position in USMV in Q1 2017 and has held it in 35 quarters since. 1,304 funds tracked by Wall St. Rank hold USMV as of Q3 2025.
- Moloney Securities Asset Management held 74,605 shares of iShares MSCI USA Min Vol Factor ETF worth $7.1M as of Q3 2025.
- Moloney Securities Asset Management bought 18 iShares MSCI USA Min Vol Factor ETF shares in Q3 2025, an estimated $1.69K.
- iShares MSCI USA Min Vol Factor ETF made up 0.84% of Moloney Securities Asset Management's portfolio in Q3 2025, its #28 holding.
- Moloney Securities Asset Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2017 and has held it in 35 quarters since.
- 1,304 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2025.
Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.