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Smallwood Wealth Investment Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Smallwood Wealth Investment Management’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 		– Sell
-5
Closed -$475 – 545
2025
Q3 		$475 Hold
5
– – ﹤0.01% 457
2025
Q2 		$469 Hold
5
– – ﹤0.01% 499
2025
Q1 		$468 Buy
+5
New +$460 ﹤0.01% 443

Other funds holding USMV

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
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

Smallwood Wealth Investment Management's USMV Position: Q4 2025 in Review

Smallwood Wealth Investment Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 5 shares — an estimated $475 sold.

Smallwood Wealth Investment Management first reported a position in USMV in Q1 2025 and held it in 3 quarters. The position peaked at $475 in Q3 2025. 1,373 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

  • Smallwood Wealth Investment Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 5 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $475.
  • Smallwood Wealth Investment Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and held it in 3 quarters.
  • Smallwood Wealth Investment Management's iShares MSCI USA Min Vol Factor ETF position peaked at $475 in Q3 2025.
  • 1,373 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q4 2025, filed 23 Jan 2026.