Pathway Financial Advisers’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Pathway Financial Advisers’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	–	Sell	-163	Closed	-$14.5K	–	397
2024 Q4	$14.5K	Buy	163 +1	+0.6%	+$92	﹤0.01%	328
2024 Q3	$14.8K	Hold	162	–	–	0.01%	274
2024 Q2	$13.5K	Buy	162 +102	+170%	+$8.4K	﹤0.01%	320
2024 Q1	$5.08K	Sell	60 -89	-60%	-$7.18K	﹤0.01%	396
2023 Q4	$11.6K	Buy	149 +2	+1%	+$149	﹤0.01%	348
2023 Q3	$10.6K	Buy	+147	New	+$11K	﹤0.01%	360
2023 Q1	$10.7K	Buy	147 +1	+0.7%	+$72	﹤0.01%	378
2022 Q4	$10.5K	Buy	+146	New	+$10.4K	﹤0.01%	415

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

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

Pathway Financial Advisers's USMV Position: Q1 2025 in Review

Pathway Financial Advisers sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2025, closing a stake of 163 shares — an estimated $14.5K sold.

Pathway Financial Advisers first reported a position in USMV in Q4 2022 and held it in 8 quarters. The position peaked at $14.8K in Q3 2024. 1,298 funds tracked by Wall St. Rank hold USMV as of Q1 2025.

Pathway Financial Advisers reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
Pathway Financial Advisers sold 163 iShares MSCI USA Min Vol Factor ETF shares in Q1 2025, an estimated $14.5K.
Pathway Financial Advisers first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and held it in 8 quarters.
Pathway Financial Advisers's iShares MSCI USA Min Vol Factor ETF position peaked at $14.8K in Q3 2024.
1,298 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2025.

Based on Pathway Financial Advisers's 13F filing for Q1 2025, filed 9 May 2025.