Oliver Lagore Vanvalin Investment Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Oliver Lagore Vanvalin Investment 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 Q2	$102	Buy	+1	New	+$92	﹤0.01%	639
2024 Q4	$96	Hold	1	–	–	﹤0.01%	669
2024 Q3	$99	Sell	1 -39	-98%	-$3.44K	﹤0.01%	664
2024 Q2	$3.37K	Sell	40 -31	-44%	-$2.55K	﹤0.01%	547
2024 Q1	$5.94K	Sell	71 -493	-87%	-$39.8K	﹤0.01%	483
2023 Q4	$44K	Sell	564 -1,914	-77%	-$143K	0.02%	225
2023 Q3	$179K	Sell	2,478 -885	-26%	-$66K	0.07%	121
2023 Q2	$250K	Buy	3,363 +568	+20%	+$41.5K	0.09%	120
2023 Q1	$203K	Buy	2,795 +1,003	+56%	+$72.1K	0.09%	89
2022 Q4	$129K	Sell	1,792 -1,046	-37%	-$74.4K	0.07%	109
2022 Q3	$188K	Buy	2,838 +1,171	+70%	+$84.4K	0.12%	87
2022 Q2	$117K	Buy	1,667 +111	+7%	+$8.13K	0.07%	118
2022 Q1	$119K	Buy	+1,556	New	+$118K	0.08%	117

Other funds holding USMV

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's USMV Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2025: 1 share worth $102. The stake represents ﹤0.01% of the portfolio and ranks #639 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in USMV as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in USMV in Q1 2022 and has held it in 13 quarters since. The position peaked at $250K in Q2 2023. 1,300 funds tracked by Wall St. Rank hold USMV as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 1 share of iShares MSCI USA Min Vol Factor ETF worth $102 as of Q2 2025.
iShares MSCI USA Min Vol Factor ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #639 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares MSCI USA Min Vol Factor ETF position peaked at $250K in Q2 2023.
1,300 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.