Palo Alto Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Palo Alto Wealth Advisors’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	$498K	Sell	5,278 -194	-4%	-$18.2K	0.15%	38
2025 Q2	$514K	Buy	5,472 +19	+0.3%	+$1.75K	0.19%	32
2025 Q1	$503K	Buy	5,453 +19	+0.3%	+$1.75K	0.2%	30
2024 Q4	$482K	Sell	5,434 -964	-15%	-$88.4K	0.17%	29
2024 Q3	$592K	Buy	6,398 +28	+0.4%	+$2.47K	0.24%	25
2024 Q2	$535K	Buy	6,370 +23	+0.4%	+$1.9K	0.37%	24
2024 Q1	$530K	Sell	6,347 -637	-9%	-$51.4K	0.37%	24
2023 Q4	$545K	Sell	6,984 -885	-11%	-$66K	0.41%	25
2023 Q3	$573K	Sell	7,869 -1,080	-12%	-$80.5K	0.48%	21
2023 Q2	$665K	Sell	8,949 -860	-9%	-$62.8K	0.53%	23
2023 Q1	$714K	Sell	9,809 -700	-7%	-$50.3K	0.57%	25
2022 Q4	$758K	Buy	+10,509	New	+$748K	0.65%	23

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 $6.03B AUM 24.5% 1-Year Est. Return

Palo Alto Wealth Advisors's USMV Position: Q3 2025 in Review

Palo Alto Wealth Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.5% in Q3 2025, selling an estimated $18.2K and leaving 5,278 shares worth $498K. The position accounts for 0.15% of the portfolio, ranked #38.

Palo Alto Wealth Advisors first reported a position in USMV in Q4 2022 and has held it in 12 quarters since. The position peaked at $758K in Q4 2022. 1,304 funds tracked by Wall St. Rank hold USMV as of Q3 2025.

Palo Alto Wealth Advisors held 5,278 shares of iShares MSCI USA Min Vol Factor ETF worth $498K as of Q3 2025.
Palo Alto Wealth Advisors sold 194 iShares MSCI USA Min Vol Factor ETF shares in Q3 2025, an estimated $18.2K.
iShares MSCI USA Min Vol Factor ETF made up 0.15% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #38 holding.
Palo Alto Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 12 quarters since.
Palo Alto Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $758K in Q4 2022.
1,304 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.