MLA
USMV icon

My Legacy Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

My Legacy Advisors’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
Q2 		$270K Sell
2,888
-1,182
-29% -$109K 0.1% 182
2025
Q1 		$381K Buy
4,070
+811
+25% +$74.6K 0.15% 154
2024
Q4 		$291K Sell
3,259
-406
-11% -$37.2K 0.11% 174
2024
Q3 		$335K Sell
3,665
-1,437
-28% -$127K 0.13% 165
2024
Q2 		$428K Sell
5,102
-2,208
-30% -$182K 0.14% 163
2024
Q1 		$611K Sell
7,310
-10,976
-60% -$886K 0.2% 138
2023
Q4 		$1.43M Sell
18,286
-18,848
-51% -$1.41M 0.52% 50
2023
Q3 		$2.68M Sell
37,134
-6,197
-14% -$462K 1.09% 19
2023
Q2 		$3.22M Buy
43,331
+4,791
+12% +$350K 1.27% 13
2023
Q1 		$2.83M Buy
38,540
+18,743
+95% +$1.35M 1.21% 14
2022
Q4 		$1.44M Buy
19,797
+6,689
+51% +$476K 0.62% 42
2022
Q3 		$864K Buy
13,108
+125
+1% +$9.01K 0.44% 72
2022
Q2 		$924K Sell
12,983
-2,735
-17% -$200K 0.46% 68
2022
Q1 		$1.22M Buy
+15,718
New +$1.19M 0.57% 46

Other funds holding USMV

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

My Legacy Advisors's USMV Position: Q2 2025 in Review

My Legacy Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 29% in Q2 2025, selling an estimated $109K and leaving 2,888 shares worth $270K. The position accounts for 0.1% of the portfolio, ranked #182.

My Legacy Advisors first reported a position in USMV in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.22M in Q2 2023. 1,300 funds tracked by Wall St. Rank hold USMV as of Q2 2025.

  • My Legacy Advisors held 2,888 shares of iShares MSCI USA Min Vol Factor ETF worth $270K as of Q2 2025.
  • My Legacy Advisors sold 1,182 iShares MSCI USA Min Vol Factor ETF shares in Q2 2025, an estimated $109K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.1% of My Legacy Advisors's portfolio in Q2 2025, its #182 holding.
  • My Legacy Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2022 and has held it in 14 quarters since.
  • My Legacy Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $3.22M in Q2 2023.
  • 1,300 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.