O'Brien Wealth Partners’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
Q4 | $859K | Sell |
9,119
-1,071
| -11% | -$101K | 0.11% | 37 |
|
|
2025
Q3 | $969K | Hold |
10,190
| – | – | 0.13% | 36 |
|
|
2025
Q2 | $957K | Hold |
10,190
| – | – | 0.15% | 29 |
|
|
2025
Q1 | $954K | Hold |
10,190
| – | – | 0.18% | 24 |
|
|
2024
Q4 | $905K | Hold |
10,190
| – | – | 0.16% | 25 |
|
|
2024
Q3 | $930K | Hold |
10,190
| – | – | 0.18% | 24 |
|
|
2024
Q2 | $856K | Hold |
10,190
| – | – | 0.19% | 22 |
|
|
2024
Q1 | $852K | Hold |
10,190
| – | – | 0.2% | 22 |
|
|
2023
Q4 | $795K | Hold |
10,190
| – | – | 0.21% | 20 |
|
|
2023
Q3 | $738K | Hold |
10,190
| – | – | 0.21% | 19 |
|
|
2023
Q2 | $757K | Hold |
10,190
| – | – | 0.22% | 19 |
|
|
2023
Q1 | $741K | Sell |
10,190
-824
| -7% | -$59.2K | 0.23% | 18 |
|
|
2022
Q4 | $794K | Hold |
11,014
| – | – | 0.32% | 13 |
|
|
2022
Q3 | $728K | Hold |
11,014
| – | – | 0.31% | 16 |
|
|
2022
Q2 | $773K | Hold |
11,014
| – | – | 0.32% | 15 |
|
|
2022
Q1 | $785K | Hold |
11,014
| – | – | 0.31% | 12 |
|
|
2021
Q4 | $836K | Hold |
11,014
| – | – | 0.29% | 14 |
|
|
2021
Q3 | $812K | Sell |
11,014
-2,088
| -16% | -$159K | 0.28% | 15 |
|
|
2021
Q2 | $982K | Sell |
13,102
-4,883
| -27% | -$353K | 0.32% | 17 |
|
|
2021
Q1 | $1.27M | Buy |
17,985
+20
| +0.1% | +$1.35K | 0.42% | 14 |
|
|
2020
Q4 | $1.23M | Buy |
17,965
+22
| +0.1% | +$1.45K | 0.44% | 12 |
|
|
2020
Q3 | $1.17M | Sell |
17,943
-833
| -4% | -$52.9K | 0.48% | 11 |
|
|
2020
Q2 | $1.14M | Buy |
18,776
+24
| +0.1% | +$1.42K | 0.47% | 11 |
|
|
2020
Q1 | $996K | Buy |
18,752
+29
| +0.2% | +$1.84K | 0.56% | 14 |
|
|
2019
Q4 | $1.23M | Buy |
18,723
+49
| +0.3% | +$3.15K | 0.88% | 15 |
|
|
2019
Q3 | $1.2M | Hold |
18,674
| – | – | 0.94% | 14 |
|
|
2019
Q2 | $1.18M | Buy |
18,674
+1,585
| +9% | +$95.2K | 0.86% | 14 |
|
|
2019
Q1 | $1M | Buy |
17,089
+25
| +0.1% | +$1.4K | 0.71% | 13 |
|
|
2018
Q4 | $912K | Buy |
17,064
+10,854
| +175% | +$597K | 0.62% | 15 |
|
|
2018
Q3 | $354K | Buy |
6,210
+258
| +4% | +$14.4K | 0.23% | 24 |
|
|
2018
Q2 | $316K | Hold |
5,952
| – | – | 0.24% | 15 |
|
|
2018
Q1 | $309K | Buy |
5,952
+27
| +0.5% | +$1.43K | 0.21% | 23 |
|
|
2017
Q4 | $313K | Buy |
5,925
+52
| +0.9% | +$2.7K | 0.2% | 26 |
|
|
2017
Q3 | $296K | Buy |
5,873
+31
| +0.5% | +$1.55K | 0.15% | 26 |
|
|
2017
Q2 | $286K | Hold |
5,842
| – | – | 0.15% | 27 |
|
|
2017
Q1 | $279K | Sell |
5,842
-130,455
| -96% | -$6.11M | 0.15% | 29 |
|
|
2016
Q4 | $6.16M | Sell |
136,297
-3,786
| -3% | -$169K | 3.69% | 8 |
|
|
2016
Q3 | $6.36M | Buy |
140,083
+37,315
| +36% | +$1.73M | 4.16% | 8 |
|
|
2016
Q2 | $4.75M | Buy |
102,768
+59,232
| +136% | +$2.63M | 3.31% | 10 |
|
|
2016
Q1 | $1.91M | Sell |
43,536
-4,714
| -10% | -$196K | 1.49% | 13 |
|
|
2015
Q4 | $2.02M | Buy |
+48,250
| New | +$2.01M | 1.97% | 11 |
|
Other funds holding USMV
CCA
MRC
O'Brien Wealth Partners's USMV Position: Q4 2025 in Review
O'Brien Wealth Partners reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 11% in Q4 2025, selling an estimated $101K and leaving 9,119 shares worth $859K. The position accounts for 0.11% of the portfolio, ranked #37.
O'Brien Wealth Partners first reported a position in USMV in Q4 2015 and has held it in 41 quarters since. The position peaked at $6.36M in Q3 2016. 1,376 funds tracked by Wall St. Rank hold USMV as of Q4 2025.
- O'Brien Wealth Partners held 9,119 shares of iShares MSCI USA Min Vol Factor ETF worth $859K as of Q4 2025.
- O'Brien Wealth Partners sold 1,071 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $101K.
- iShares MSCI USA Min Vol Factor ETF made up 0.11% of O'Brien Wealth Partners's portfolio in Q4 2025, its #37 holding.
- O'Brien Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2015 and has held it in 41 quarters since.
- O'Brien Wealth Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $6.36M in Q3 2016.
- 1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.
Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.