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

PSI 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
Q2 		– Sell
-307
Closed -$28.8K – 655
2025
Q1 		$28.8K Sell
307
-6,066
-95% -$558K 0.01% 322
2024
Q4 		$566K Sell
6,373
-2,433
-28% -$223K 0.17% 70
2024
Q3 		$804K Sell
8,806
-3,833
-30% -$338K 0.24% 64
2024
Q2 		$1.06M Sell
12,639
-24,558
-66% -$2.02M 0.34% 49
2024
Q1 		$3.11M Sell
37,197
-46,583
-56% -$3.76M 1.12% 22
2023
Q4 		$6.54M Sell
83,780
-48,012
-36% -$3.58M 2.44% 10
2023
Q3 		$9.54M Sell
131,792
-9,307
-7% -$694K 4.13% 4
2023
Q2 		$10.5M Buy
141,099
+4,537
+3% +$332K 4.6% 3
2023
Q1 		$9.93M Buy
136,562
+12,702
+10% +$913K 4.8% 3
2022
Q4 		$8.93M Buy
123,860
+6,921
+6% +$493K 4.75% 3
2022
Q3 		$7.73M Sell
116,939
-558
-0.5% -$40.2K 4.06% 3
2022
Q2 		$8.25M Sell
117,497
-3,521
-3% -$258K 4.06% 3
2022
Q1 		$9.39M Buy
121,018
+3,679
+3% +$279K 3.86% 3
2021
Q4 		$9.59M Buy
117,339
+3,047
+3% +$236K 3.9% 3
2021
Q3 		$8.4M Buy
114,292
+5,615
+5% +$428K 3.86% 3
2021
Q2 		$8M Buy
108,677
+13,421
+14% +$970K 4.22% 3
2021
Q1 		$6.59M Buy
95,256
+40,011
+72% +$2.71M 3.88% 3
2020
Q4 		$3.75M Buy
55,245
+7,967
+17% +$524K 2.59% 8
2020
Q3 		$3.01M Buy
47,278
+1,794
+4% +$114K 2.3% 10
2020
Q2 		$2.76M Buy
45,484
+2,678
+6% +$159K 2.22% 10
2020
Q1 		$2.3M Sell
42,806
-1,955
-4% -$124K 2.12% 11
2019
Q4 		$2.94M Buy
+44,761
New +$2.87M 1.89% 10

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

PSI Advisors's USMV Position: Q2 2025 in Review

PSI Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2025, closing a stake of 307 shares — an estimated $28.8K sold.

PSI Advisors first reported a position in USMV in Q4 2019 and held it in 22 quarters. The position peaked at $10.5M in Q2 2023. 1,300 funds tracked by Wall St. Rank hold USMV as of Q2 2025.

  • PSI Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 307 iShares MSCI USA Min Vol Factor ETF shares in Q2 2025, an estimated $28.8K.
  • PSI Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and held it in 22 quarters.
  • PSI Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $10.5M in Q2 2023.
  • 1,300 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.