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Running Point Capital Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Running Point Capital 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
Q4 		$6.16M Sell
65,404
-6,878
-10% -$648K 1.68% 16
2025
Q3 		$6.88M Sell
72,282
-964
-1% -$90.3K 1.84% 14
2025
Q2 		$6.88M Sell
73,246
-5,477
-7% -$504K 1.9% 13
2025
Q1 		$7.37M Sell
78,723
-3,389
-4% -$312K 2.34% 10
2024
Q4 		$7.29M Sell
82,112
-17,472
-18% -$1.6M 2.5% 11
2024
Q3 		$9.09M Sell
99,584
-5,406
-5% -$477K 3.51% 7
2024
Q2 		$8.81M Sell
104,990
-3,888
-4% -$320K 3.64% 7
2024
Q1 		$9.1M Sell
108,878
-2,298
-2% -$185K 4.07% 7
2023
Q4 		$8.68M Sell
111,176
-102,578
-48% -$7.65M 4.23% 6
2023
Q3 		$15.5M Buy
213,754
+73
+0% +$5.44K 8.97% 2
2023
Q2 		$15.9M Buy
213,681
+7,437
+4% +$543K 8.9% 2
2023
Q1 		$15M Buy
206,244
+37
+0% +$2.66K 9.09% 2
2022
Q4 		$14.9M Buy
206,207
+19,138
+10% +$1.36M 9.13% 2
2022
Q3 		$12.4M Sell
187,069
-2,460
-1% -$177K 8.19% 2
2022
Q2 		$13.3M Buy
189,529
+20,011
+12% +$1.46M 8.55% 2
2022
Q1 		$13.2M Sell
169,518
-699
-0.4% -$52.9K 7.7% 2
2021
Q4 		$13.8M Sell
170,217
-30,382
-15% -$2.35M 8.26% 2
2021
Q3 		$14.7M Buy
200,599
+4,293
+2% +$327K 6.54% 2
2021
Q2 		$14.4M Buy
196,306
+33,535
+21% +$2.42M 6.57% 2
2021
Q1 		$11.3M Buy
162,771
+15,356
+10% +$1.04M 6.21% 2
2020
Q4 		$10M Buy
+147,415
New +$9.7M 5.85% 2

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Running Point Capital Advisors's USMV Position: Q4 2025 in Review

Running Point Capital Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 9.5% in Q4 2025, selling an estimated $648K and leaving 65,404 shares worth $6.16M. The position accounts for 1.68% of the portfolio, ranked #16.

Running Point Capital Advisors first reported a position in USMV in Q4 2020 and has held it in 21 quarters since. The position peaked at $15.9M in Q2 2023. 1,376 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

  • Running Point Capital Advisors held 65,404 shares of iShares MSCI USA Min Vol Factor ETF worth $6.16M as of Q4 2025.
  • Running Point Capital Advisors sold 6,878 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $648K.
  • iShares MSCI USA Min Vol Factor ETF made up 1.68% of Running Point Capital Advisors's portfolio in Q4 2025, its #16 holding.
  • Running Point Capital Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 21 quarters since.
  • Running Point Capital Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $15.9M in Q2 2023.
  • 1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.