New Century Financial Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

New Century Financial Group’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 Q4	–	Sell	-6,228	Closed	-$593K	–	56
2025 Q3	$593K	Sell	6,228 -6,544	-51%	-$613K	1.05%	38
2025 Q2	$1.2M	Buy	12,772 +10,052	+370%	+$925K	1.41%	24
2025 Q1	$255K	Sell	2,720 -19,122	-88%	-$1.76M	0.29%	106
2024 Q4	$1.95M	Sell	21,842 -1,815	-8%	-$167K	0.83%	23
2024 Q3	$2.16M	Buy	23,657 +2,841	+14%	+$250K	0.79%	23
2024 Q2	$1.75M	Buy	20,816 +5,685	+38%	+$468K	0.74%	26
2024 Q1	$1.26M	Buy	15,131 +631	+4%	+$50.9K	0.88%	22
2023 Q4	$1.13M	Buy	+14,500	New	+$1.08M	0.98%	19

Other funds holding USMV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

New Century Financial Group's USMV Position: Q4 2025 in Review

New Century Financial Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 6,228 shares — an estimated $593K sold.

New Century Financial Group first reported a position in USMV in Q4 2023 and held it in 8 quarters. The position peaked at $2.16M in Q3 2024. 1,376 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

New Century Financial Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
New Century Financial Group sold 6,228 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $593K.
New Century Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and held it in 8 quarters.
New Century Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $2.16M in Q3 2024.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on New Century Financial Group's 13F filing for Q4 2025.