Optivise Advisory Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Optivise Advisory Services’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	-7,780	Closed	-$730K	–	244
2025 Q2	$730K	Buy	7,780 +2,323	+43%	+$214K	0.37%	67
2025 Q1	$511K	Sell	5,457 -10	-0.2%	-$920	0.29%	83
2024 Q4	$485K	Hold	5,467	–	–	0.26%	90
2024 Q3	$499K	Buy	5,467 +2	+0%	+$176	0.26%	80
2024 Q2	$459K	Buy	+5,465	New	+$450K	0.25%	86

Other funds holding USMV

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

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

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

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

Optivise Advisory Services's USMV Position: Q3 2025 in Review

Optivise Advisory Services sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2025, closing a stake of 7,780 shares — an estimated $730K sold.

Optivise Advisory Services first reported a position in USMV in Q2 2024 and held it in 5 quarters. The position peaked at $730K in Q2 2025. 1,304 funds tracked by Wall St. Rank hold USMV as of Q3 2025.

Optivise Advisory Services reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
Optivise Advisory Services sold 7,780 iShares MSCI USA Min Vol Factor ETF shares in Q3 2025, an estimated $730K.
Optivise Advisory Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2024 and held it in 5 quarters.
Optivise Advisory Services's iShares MSCI USA Min Vol Factor ETF position peaked at $730K in Q2 2025.
1,304 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2025.

Based on Optivise Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.