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Prepared Retirement Institute’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Prepared Retirement Institute’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
Q2 		– Sell
-2,521
Closed -$236K – 91
2025
Q1 		$236K Buy
+2,521
New +$232K 0.15% 78

Other funds holding USMV

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prepared Retirement Institute's USMV Position: Q2 2025 in Review

Prepared Retirement Institute sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2025, closing a stake of 2,521 shares — an estimated $236K sold.

Prepared Retirement Institute first reported a position in USMV in Q1 2025 and held it in 1 quarter. The position peaked at $236K in Q1 2025. 1,300 funds tracked by Wall St. Rank hold USMV as of Q2 2025.

  • Prepared Retirement Institute reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Prepared Retirement Institute sold 2,521 iShares MSCI USA Min Vol Factor ETF shares in Q2 2025, an estimated $236K.
  • Prepared Retirement Institute first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and held it in 1 quarter.
  • Prepared Retirement Institute's iShares MSCI USA Min Vol Factor ETF position peaked at $236K in Q1 2025.
  • 1,300 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2025.

Based on Prepared Retirement Institute's 13F filing for Q2 2025, filed 17 Jul 2025.