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Private Wealth Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Private Wealth Group’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
-9,557
Closed -$849K – 65
2024
Q4 		$849K Hold
9,557
– – 0.41% 36
2024
Q3 		$873K Sell
9,557
-550
-5% -$48.5K 0.44% 37
2024
Q2 		$849K Sell
10,107
-100
-1% -$8.24K 0.45% 33
2024
Q1 		$853K Hold
10,207
– – 0.44% 35
2023
Q4 		$796K Hold
10,207
– – 0.45% 33
2023
Q3 		$739K Sell
10,207
-314
-3% -$23.4K 0.48% 32
2023
Q2 		$782K Hold
10,521
– – 0.8% 29
2023
Q1 		$765K Hold
10,521
– – 1.05% 28
2022
Q4 		$759K Hold
10,521
– – 1.08% 28
2022
Q3 		$695K Sell
10,521
-2,492
-19% -$180K 1.09% 26
2022
Q2 		$914K Sell
13,013
-749
-5% -$54.8K 1.13% 23
2022
Q1 		$1.07M Buy
13,762
+212
+2% +$16.1K 0.79% 26
2021
Q4 		$1.1M Sell
13,550
-96
-0.7% -$7.43K 0.74% 23
2021
Q3 		$1M Buy
13,646
+180
+1% +$13.7K 0.66% 25
2021
Q2 		$991K Buy
13,466
+885
+7% +$63.9K 0.66% 25
2021
Q1 		$870K Sell
12,581
-2,291
-15% -$155K 0.62% 26
2020
Q4 		$1.01M Buy
14,872
+4,237
+40% +$279K 0.84% 18
2020
Q3 		$678K Buy
10,635
+2,254
+27% +$143K 0.55% 18
2020
Q2 		$508K Buy
8,381
+1,689
+25% +$100K 0.42% 17
2020
Q1 		$361K Sell
6,692
-27,903
-81% -$1.77M 0.42% 20
2019
Q4 		$2.27M Buy
34,595
+709
+2% +$45.5K 2.36% 11
2019
Q3 		$2.17M Hold
33,886
– – 1.95% 14
2019
Q2 		$2.09M Sell
33,886
-4,766
-12% -$286K 1.9% 15
2019
Q1 		$2.27M Sell
38,652
-6,700
-15% -$375K 2.08% 13
2018
Q4 		$2.38M Hold
45,352
– – 2.33% 6
2018
Q3 		$2.59M Buy
45,352
+292
+0.6% +$16.3K 2.66% 10
2018
Q2 		$2.4M Sell
45,060
-5,525
-11% -$291K 2.28% 14
2018
Q1 		$2.63M Buy
+50,585
New +$2.68M 4.47% 10

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

Private Wealth Group's USMV Position: Q1 2025 in Review

Private Wealth Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2025, closing a stake of 9,557 shares — an estimated $849K sold.

Private Wealth Group first reported a position in USMV in Q1 2018 and held it in 28 quarters. The position peaked at $2.63M in Q1 2018. 1,298 funds tracked by Wall St. Rank hold USMV as of Q1 2025.

  • Private Wealth Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Group sold 9,557 iShares MSCI USA Min Vol Factor ETF shares in Q1 2025, an estimated $849K.
  • Private Wealth Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2018 and held it in 28 quarters.
  • Private Wealth Group's iShares MSCI USA Min Vol Factor ETF position peaked at $2.63M in Q1 2018.
  • 1,298 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2025.

Based on Private Wealth Group's 13F filing for Q1 2025, filed 16 Apr 2025.