ORG Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

ORG Partners’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	-28	Closed	-$2.62K	–	1559
2025 Q2	$2.69K	Hold	28	–	–	﹤0.01%	1174
2025 Q1	$2.66K	Sell	28 -34,940	-100%	-$3.22M	﹤0.01%	1039
2024 Q4	$3.11M	Sell	34,968 -27	-0.1%	-$2.48K	0.42%	51
2024 Q3	$3.2M	Sell	34,995 -487	-1%	-$42.9K	0.51%	40
2024 Q2	$2.97M	Buy	+35,482	New	+$2.92M	0.37%	54
2024 Q1	–	Sell	-37,705	Closed	-$2.94M	–	1068
2023 Q4	$2.94M	Buy	37,705 +36,520	+3,082%	+$2.73M	0.49%	43
2023 Q3	$85.9K	Sell	1,185 -64,004	-98%	-$4.77M	0.03%	431
2023 Q2	$4.84M	Buy	65,189 +2,339	+4%	+$171K	0.79%	27
2023 Q1	$4.59M	Buy	+62,850	New	+$4.52M	1.12%	24

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

ORG Partners's USMV Position: Q3 2025 in Review

ORG Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2025, closing a stake of 28 shares — an estimated $2.62K sold.

ORG Partners first reported a position in USMV in Q1 2023 and held it in 9 quarters. The position peaked at $4.84M in Q2 2023. 1,304 funds tracked by Wall St. Rank hold USMV as of Q3 2025.

ORG Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
ORG Partners sold 28 iShares MSCI USA Min Vol Factor ETF shares in Q3 2025, an estimated $2.62K.
ORG Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2023 and held it in 9 quarters.
ORG Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $4.84M in Q2 2023.
1,304 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2025.

Based on ORG Partners's 13F filing for Q3 2025, filed 24 Oct 2025.