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Ocean Park Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Ocean Park Asset Management’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
Q3 		– Sell
-285,868
Closed -$26.8M – 112
2025
Q2 		$26.8M Hold
285,868
– – 0.95% 19
2025
Q1 		$26.8M Buy
285,868
+42,602
+18% +$3.92M 0.95% 19
2024
Q4 		$21.6M Sell
243,266
-412,318
-63% -$37.8M 0.74% 22
2024
Q3 		$59.9M Buy
655,584
+547,560
+507% +$48.3M 2.63% 9
2024
Q2 		$9.07M Sell
108,024
-49,228
-31% -$4.06M 0.43% 38
2024
Q1 		$13.1M Sell
157,252
-32,200
-17% -$2.6M 0.62% 35
2023
Q4 		$14.8M Buy
189,452
+845
+0.4% +$63.1K 0.72% 34
2023
Q3 		$13.7M Sell
188,607
-44,876
-19% -$3.35M 0.61% 23
2023
Q2 		$17.4M Buy
233,483
+783
+0.3% +$57.2K 0.59% 26
2023
Q1 		$16.9M Buy
+232,700
New +$16.7M 1.58% 14
2022
Q2 		– Sell
-133,700
Closed -$10.4M – 5
2022
Q1 		$10.4M Sell
133,700
-207,900
-61% -$15.7M 15.13% 3
2021
Q4 		$27.6M Buy
+341,600
New +$26.4M 2.3% 4

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Ocean Park Asset Management's USMV Position: Q3 2025 in Review

Ocean Park Asset Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2025, closing a stake of 285,868 shares — an estimated $26.8M sold.

Ocean Park Asset Management first reported a position in USMV in Q4 2021 and held it in 12 quarters. The position peaked at $59.9M in Q3 2024. 1,304 funds tracked by Wall St. Rank hold USMV as of Q3 2025.

  • Ocean Park Asset Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Ocean Park Asset Management sold 285,868 iShares MSCI USA Min Vol Factor ETF shares in Q3 2025, an estimated $26.8M.
  • Ocean Park Asset Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and held it in 12 quarters.
  • Ocean Park Asset Management's iShares MSCI USA Min Vol Factor ETF position peaked at $59.9M in Q3 2024.
  • 1,304 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2025.

Based on Ocean Park Asset Management's 13F filing for Q3 2025, filed 20 Oct 2025.