Salomon & Ludwin’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Salomon & Ludwin’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
2026 Q3	$200K	Sell	2,052 -9	-0.4%	-$892	0.02%	174
2026 Q2	$200K	Sell	2,061 -25	-1%	-$2.37K	0.02%	176
2026 Q1	$195K	Sell	2,086 -109	-5%	-$10.4K	0.02%	171
2025 Q4	$206K	Hold	2,195	–	–	0.02%	168
2025 Q3	$209K	Sell	2,195 -115	-5%	-$10.8K	0.02%	162
2025 Q2	$216K	Hold	2,310	–	–	0.02%	146
2025 Q1	$216K	Hold	2,310	–	–	0.02%	141
2024 Q4	$205K	Hold	2,310	–	–	0.02%	139
2024 Q3	$211K	Sell	2,310 -121	-5%	-$10.7K	0.02%	145
2024 Q2	$204K	Hold	2,431	–	–	0.02%	149
2024 Q1	$203K	Hold	2,431	–	–	0.02%	184
2023 Q4	$176K	Hold	2,431	–	–	0.02%	183
2023 Q3	$176K	Buy	+2,431	New	+$181K	0.02%	183
2020 Q2	–	Sell	-151	Closed	-$8K	–	208
2020 Q1	$8K	Buy	+151	New	+$9.6K	﹤0.01%	176
2019 Q2	–	Sell	-2,431	Closed	-$143K	–	277
2019 Q1	$143K	Buy	+2,431	New	+$136K	0.03%	48

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Salomon & Ludwin's USMV Position: Q3 2026 in Review

Salomon & Ludwin reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.44% in Q3 2026, selling an estimated $892 and leaving 2,052 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #174.

Salomon & Ludwin first reported a position in USMV in Q1 2019 and has held it in 15 quarters since. The position peaked at $216K in Q1 2025. 1,207 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Salomon & Ludwin held 2,052 shares of iShares MSCI USA Min Vol Factor ETF worth $200K as of Q3 2026.
Salomon & Ludwin sold 9 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $892.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of Salomon & Ludwin's portfolio in Q3 2026, its #174 holding.
Salomon & Ludwin first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2019 and has held it in 15 quarters since.
Salomon & Ludwin's iShares MSCI USA Min Vol Factor ETF position peaked at $216K in Q1 2025.
1,207 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.