Principle Wealth Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Principle Wealth Partners’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	–	Sell	-2,247	Closed	-$211K	–	369
2025 Q2	$211K	Hold	2,247	–	–	0.01%	346
2025 Q1	$210K	Buy	+2,247	New	+$207K	0.02%	328
2024 Q4	–	Sell	-2,247	Closed	-$205K	–	346
2024 Q3	$205K	Buy	+2,247	New	+$198K	0.01%	327
2022 Q1	–	Sell	-2,570	Closed	-$208K	–	331
2021 Q4	$208K	Buy	+2,570	New	+$199K	0.02%	310
2021 Q3	–	Sell	-3,670	Closed	-$270K	–	319
2021 Q2	$270K	Hold	3,670	–	–	0.03%	266
2021 Q1	$254K	Sell	3,670 -900	-20%	-$60.8K	0.03%	257
2020 Q4	$310K	Buy	4,570 +570	+14%	+$37.5K	0.04%	223
2020 Q3	$255K	Hold	4,000	–	–	0.07%	131
2020 Q2	$243K	Hold	4,000	–	–	0.07%	129
2020 Q1	$216K	Hold	4,000	–	–	0.08%	127
2019 Q4	$262K	Hold	4,000	–	–	0.08%	140
2019 Q3	$256K	Hold	4,000	–	–	0.09%	138
2019 Q2	$247K	Sell	4,000 -2,255	-36%	-$135K	0.13%	119
2019 Q1	$368K	Hold	6,255	–	–	0.21%	86
2018 Q4	$328K	Buy	+6,255	New	+$344K	0.28%	83

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 $5.37B AUM 18.53% 1-Year Est. Return

Principle Wealth Partners's USMV Position: Q3 2025 in Review

Principle Wealth Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2025, closing a stake of 2,247 shares — an estimated $211K sold.

Principle Wealth Partners first reported a position in USMV in Q4 2018 and held it in 15 quarters. The position peaked at $368K in Q1 2019. 1,304 funds tracked by Wall St. Rank hold USMV as of Q3 2025.

Principle Wealth Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
Principle Wealth Partners sold 2,247 iShares MSCI USA Min Vol Factor ETF shares in Q3 2025, an estimated $211K.
Principle Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and held it in 15 quarters.
Principle Wealth Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $368K in Q1 2019.
1,304 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2025.

Based on Principle Wealth Partners's 13F filing for Q3 2025, filed 3 Nov 2025.