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Oarsman Capital’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Oarsman Capital’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
Q1 		– Sell
-504
Closed -$44.7K – 810
2024
Q4 		$44.7K Buy
504
+2
+0.4% +$183 0.01% 467
2024
Q3 		$45.8K Buy
+502
New +$44.3K 0.01% 466

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oarsman Capital's USMV Position: Q1 2025 in Review

Oarsman Capital sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2025, closing a stake of 504 shares — an estimated $44.7K sold.

Oarsman Capital first reported a position in USMV in Q3 2024 and held it in 2 quarters. The position peaked at $45.8K in Q3 2024. 1,298 funds tracked by Wall St. Rank hold USMV as of Q1 2025.

  • Oarsman Capital reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 504 iShares MSCI USA Min Vol Factor ETF shares in Q1 2025, an estimated $44.7K.
  • Oarsman Capital first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2024 and held it in 2 quarters.
  • Oarsman Capital's iShares MSCI USA Min Vol Factor ETF position peaked at $45.8K in Q3 2024.
  • 1,298 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.