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Ross\Johnson & Associates’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Ross\Johnson & Associates’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
-304
Closed -$28.5K – 339
2025
Q1 		$28.5K Buy
+304
New +$28K 0.49% 29

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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

Ross\Johnson & Associates's USMV Position: Q2 2025 in Review

Ross\Johnson & Associates sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2025, closing a stake of 304 shares — an estimated $28.5K sold.

Ross\Johnson & Associates first reported a position in USMV in Q1 2025 and held it in 1 quarter. The position peaked at $28.5K in Q1 2025. 1,300 funds tracked by Wall St. Rank hold USMV as of Q2 2025.

  • Ross\Johnson & Associates reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Ross\Johnson & Associates sold 304 iShares MSCI USA Min Vol Factor ETF shares in Q2 2025, an estimated $28.5K.
  • Ross\Johnson & Associates first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and held it in 1 quarter.
  • Ross\Johnson & Associates's iShares MSCI USA Min Vol Factor ETF position peaked at $28.5K 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 Ross\Johnson & Associates's 13F filing for Q2 2025, filed 15 Aug 2025.