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Orion Portfolio Solutions’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Orion Portfolio Solutions’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
Q1 		$6.46M Buy
69,010
+17,255
+33% +$1.59M 0.06% 289
2024
Q4 		$4.6M Buy
51,755
+212
+0.4% +$19.4K 0.05% 352
2024
Q3 		$4.71M Sell
51,543
-5,147
-9% -$454K 0.05% 346
2024
Q2 		$4.76M Sell
56,690
-15,755
-22% -$1.3M 0.05% 318
2024
Q1 		$6.05M Sell
72,445
-27,947
-28% -$2.25M 0.06% 286
2023
Q4 		$7.88M Sell
100,392
-410,048
-80% -$30.6M 0.09% 214
2023
Q3 		$36.9M Buy
510,440
+278,011
+120% +$20.7M 0.45% 35
2023
Q2 		$17.3M Buy
232,429
+54,848
+31% +$4.01M 0.18% 106
2023
Q1 		$12.9M Buy
177,581
+129,024
+266% +$9.27M 0.16% 127
2022
Q4 		$3.5M Sell
48,557
-479,235
-91% -$34.1M 0.12% 116
2022
Q3 		$34.9M Buy
527,792
+501,168
+1,882% +$36.1M 1.38% 8
2022
Q2 		$1.87M Buy
26,624
+5,488
+26% +$402K 0.08% 164
2022
Q1 		$1.64M Buy
21,136
+4,735
+29% +$359K 0.06% 196
2021
Q4 		$1.33M Buy
16,401
+7,170
+78% +$555K 0.04% 228
2021
Q3 		$678K Sell
9,231
-1,515
-14% -$115K 0.02% 329
2021
Q2 		$791K Sell
10,746
-3,057
-22% -$221K 0.03% 268
2021
Q1 		$955K Buy
13,803
+277
+2% +$18.7K 0.04% 216
2020
Q4 		$918K Buy
13,526
+879
+7% +$57.9K 0.04% 214
2020
Q3 		$806K Sell
12,647
-2,082
-14% -$132K 0.04% 210
2020
Q2 		$893K Buy
14,729
+593
+4% +$35.2K 0.05% 174
2020
Q1 		$763K Buy
14,136
+7,336
+108% +$465K 0.05% 156
2019
Q4 		$446K Buy
+6,800
New +$437K 0.04% 219

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Orion Portfolio Solutions's USMV Position: Q1 2025 in Review

Orion Portfolio Solutions increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 33% in Q1 2025, buying an estimated $1.59M and bringing the position to 69,010 shares worth $6.46M. The position accounts for 0.06% of the portfolio, ranked #289.

Orion Portfolio Solutions first reported a position in USMV in Q4 2019 and has held it in 22 quarters since. The position peaked at $36.9M in Q3 2023. 1,298 funds tracked by Wall St. Rank hold USMV as of Q1 2025.

  • Orion Portfolio Solutions held 69,010 shares of iShares MSCI USA Min Vol Factor ETF worth $6.46M as of Q1 2025.
  • Orion Portfolio Solutions bought 17,255 iShares MSCI USA Min Vol Factor ETF shares in Q1 2025, an estimated $1.59M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.06% of Orion Portfolio Solutions's portfolio in Q1 2025, its #289 holding.
  • Orion Portfolio Solutions first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's iShares MSCI USA Min Vol Factor ETF position peaked at $36.9M in Q3 2023.
  • 1,298 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.