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

New Millennium 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	$12.9K	Hold	137	–	–	0.01%	189
2025 Q3	$13K	Hold	137	–	–	0.01%	202
2025 Q2	$12.9K	Hold	137	–	–	0.01%	181
2025 Q1	$12.8K	Hold	137	–	–	0.01%	184
2024 Q4	$12.2K	Hold	137	–	–	0.01%	195
2024 Q3	$12.5K	Hold	137	–	–	0.01%	163
2024 Q2	$11.5K	Buy	+137	New	+$11.3K	0.01%	176
2024 Q1	–	Sell	-137	Closed	-$10.7K	–	380
2023 Q4	$10.7K	Hold	137	–	–	0.01%	197
2023 Q3	$9.92K	Hold	137	–	–	0.01%	167
2023 Q2	$10.2K	Hold	137	–	–	0.01%	171
2023 Q1	$9.96K	Hold	137	–	–	0.01%	190
2022 Q4	$9.88K	Buy	+137	New	+$9.75K	0.01%	194

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

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

New Millennium Group's USMV Position: Q4 2025 in Review

New Millennium Group held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q4 2025 at 137 shares worth $12.9K. The position accounts for 0.01% of the portfolio, ranked #189.

New Millennium Group first reported a position in USMV in Q4 2022 and has held it in 12 quarters since. The position peaked at $13K in Q3 2025. 1,373 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

New Millennium Group held 137 shares of iShares MSCI USA Min Vol Factor ETF worth $12.9K as of Q4 2025.
New Millennium Group left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q4 2025.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of New Millennium Group's portfolio in Q4 2025, its #189 holding.
New Millennium Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 12 quarters since.
New Millennium Group's iShares MSCI USA Min Vol Factor ETF position peaked at $13K in Q3 2025.
1,373 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.