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Pineridge Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Pineridge 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 		$608K Sell
6,390
-125
-2% -$11.7K 0.17% 28
2025
Q2 		$612K Buy
6,515
+419
+7% +$38.6K 0.22% 23
2025
Q1 		$571K Buy
6,096
+704
+13% +$64.8K 0.22% 22
2024
Q4 		$479K Sell
5,392
-1,317
-20% -$121K 0.18% 29
2024
Q3 		$613K Sell
6,709
-154
-2% -$13.6K 0.23% 36
2024
Q2 		$576K Sell
6,863
-419,676
-98% -$34.6M 0.2% 35
2024
Q1 		$35.7M Sell
426,539
-19,987
-4% -$1.61M 12.54% 2
2023
Q4 		$34.8M Buy
+446,526
New +$33.3M 11.54% 2

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
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Pineridge Advisors's USMV Position: Q3 2025 in Review

Pineridge Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.9% in Q3 2025, selling an estimated $11.7K and leaving 6,390 shares worth $608K. The position accounts for 0.17% of the portfolio, ranked #28.

Pineridge Advisors first reported a position in USMV in Q4 2023 and has held it in 8 quarters since. The position peaked at $35.7M in Q1 2024. 1,304 funds tracked by Wall St. Rank hold USMV as of Q3 2025.

  • Pineridge Advisors held 6,390 shares of iShares MSCI USA Min Vol Factor ETF worth $608K as of Q3 2025.
  • Pineridge Advisors sold 125 iShares MSCI USA Min Vol Factor ETF shares in Q3 2025, an estimated $11.7K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.17% of Pineridge Advisors's portfolio in Q3 2025, its #28 holding.
  • Pineridge Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $35.7M in Q1 2024.
  • 1,304 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.