Solidarity Wealth’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Solidarity Wealth’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 Q3	–	Sell	-2,297	Closed	-$216K	–	87
2025 Q2	$216K	Hold	2,297	–	–	0.05%	79
2025 Q1	$215K	Sell	2,297 -938	-29%	-$86.3K	0.05%	84
2024 Q4	$287K	Hold	3,235	–	–	0.07%	74
2024 Q3	$295K	Hold	3,235	–	–	0.08%	71
2024 Q2	$272K	Hold	3,235	–	–	0.08%	69
2024 Q1	$270K	Hold	3,235	–	–	0.08%	69
2023 Q4	$252K	Sell	3,235 -407	-11%	-$30.4K	0.09%	74
2023 Q3	$265K	Buy	3,642 +190	+6%	+$14.2K	0.1%	77
2023 Q2	$257K	Hold	3,452	–	–	0.11%	78
2023 Q1	$251K	Buy	+3,452	New	+$248K	0.11%	82
2022 Q3	$528K	Sell	7,966 -3,186	-29%	-$230K	0.31%	63
2022 Q2	$823K	Sell	11,152 -1,297	-10%	-$94.9K	0.44%	49
2022 Q1	$973K	Buy	+12,449	New	+$943K	0.54%	38

Other funds holding USMV

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Solidarity Wealth's USMV Position: Q3 2025 in Review

Solidarity Wealth sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2025, closing a stake of 2,297 shares — an estimated $216K sold.

Solidarity Wealth first reported a position in USMV in Q1 2022 and held it in 13 quarters. The position peaked at $973K in Q1 2022. 1,304 funds tracked by Wall St. Rank hold USMV as of Q3 2025.

Solidarity Wealth reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
Solidarity Wealth sold 2,297 iShares MSCI USA Min Vol Factor ETF shares in Q3 2025, an estimated $216K.
Solidarity Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2022 and held it in 13 quarters.
Solidarity Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $973K in Q1 2022.
1,304 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2025.

Based on Solidarity Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.