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

Simon Quick 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
-2,432
Closed -$228K – 637
2025
Q1 		$228K Buy
2,432
+8
+0.3% +$736 0.01% 518
2024
Q4 		$215K Buy
+2,424
New +$222K 0.01% 433
2023
Q1 		– Sell
-4,039
Closed -$291K – 291
2022
Q4 		$291K Buy
4,039
+34
+0.8% +$2.42K 0.03% 180
2022
Q3 		$265K Buy
4,005
+1,046
+35% +$75.4K 0.04% 158
2022
Q2 		$219K Sell
2,959
-1,749
-37% -$128K 0.03% 161
2022
Q1 		$365K Sell
4,708
-1,107
-19% -$83.8K 0.1% 78
2021
Q4 		$470K Sell
5,815
-4,427
-43% -$343K 0.13% 73
2021
Q3 		$752K Sell
10,242
-5,366
-34% -$409K 0.19% 61
2021
Q2 		$1.15M Sell
15,608
-95,763
-86% -$6.92M 0.3% 40
2021
Q1 		$7.71M Sell
111,371
-136,356
-55% -$9.22M 2.27% 9
2020
Q4 		$16.8M Sell
247,727
-19,824
-7% -$1.31M 5.07% 4
2020
Q3 		$17.1M Sell
267,551
-2,501
-0.9% -$159K 4.86% 4
2020
Q2 		$16.4M Buy
270,052
+64,916
+32% +$3.85M 6.2% 3
2020
Q1 		$11.1M Buy
205,136
+185,994
+972% +$11.8M 4.11% 6
2019
Q4 		$1.26M Buy
19,142
+14,124
+281% +$907K 0.46% 35
2019
Q3 		$322K Buy
+5,018
New +$318K 0.14% 50

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

Simon Quick Advisors's USMV Position: Q2 2025 in Review

Simon Quick Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2025, closing a stake of 2,432 shares — an estimated $228K sold.

Simon Quick Advisors first reported a position in USMV in Q3 2019 and held it in 16 quarters. The position peaked at $17.1M in Q3 2020. 1,300 funds tracked by Wall St. Rank hold USMV as of Q2 2025.

  • Simon Quick Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 2,432 iShares MSCI USA Min Vol Factor ETF shares in Q2 2025, an estimated $228K.
  • Simon Quick Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and held it in 16 quarters.
  • Simon Quick Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $17.1M in Q3 2020.
  • 1,300 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.