SageView Advisory Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

SageView Advisory 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 Q4	$6.88M	Sell	73,022 -2,687	-4%	-$253K	0.23%	56
2025 Q3	$7.2M	Sell	75,709 -3,804	-5%	-$356K	0.25%	52
2025 Q2	$7.43M	Sell	79,513 -1,685	-2%	-$155K	0.28%	41
2025 Q1	$7.6M	Sell	81,198 -1,952	-2%	-$180K	0.32%	36
2024 Q4	$7.38M	Sell	83,150 -4,897	-6%	-$449K	0.32%	42
2024 Q3	$8.04M	Sell	88,047 -10,053	-10%	-$886K	0.41%	33
2024 Q2	$8.24M	Buy	+98,100	New	+$8.08M	0.38%	37
2024 Q1	–	Sell	-132,880	Closed	-$10.7M	–	817
2023 Q4	$10.7M	Sell	132,880 -140,027	-51%	-$10.4M	0.46%	27
2023 Q3	$19.8M	Sell	272,907 -76,422	-22%	-$5.7M	1.13%	13
2023 Q2	$26M	Sell	349,329 -71,390	-17%	-$5.22M	1.45%	11
2023 Q1	$30.6M	Sell	420,719 -164,583	-28%	-$11.8M	1.95%	10
2022 Q4	$42.2M	Buy	+585,302	New	+$41.7M	3.43%	5

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

SageView Advisory Group's USMV Position: Q4 2025 in Review

SageView Advisory Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.5% in Q4 2025, selling an estimated $253K and leaving 73,022 shares worth $6.88M. The position accounts for 0.23% of the portfolio, ranked #56.

SageView Advisory Group first reported a position in USMV in Q4 2022 and has held it in 12 quarters since. The position peaked at $42.2M in Q4 2022. 1,373 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

SageView Advisory Group held 73,022 shares of iShares MSCI USA Min Vol Factor ETF worth $6.88M as of Q4 2025.
SageView Advisory Group sold 2,687 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $253K.
iShares MSCI USA Min Vol Factor ETF made up 0.23% of SageView Advisory Group's portfolio in Q4 2025, its #56 holding.
SageView Advisory Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's iShares MSCI USA Min Vol Factor ETF position peaked at $42.2M in Q4 2022.
1,373 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.