Stuart Chaussee & Associates’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Stuart Chaussee & Associates’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	-315	Closed	-$30K	–	139
2025 Q3	$30K	Hold	315	–	–	0.01%	112
2025 Q2	$29.6K	Hold	315	–	–	0.01%	111
2025 Q1	$29.5K	Hold	315	–	–	0.01%	108
2024 Q4	$28K	Hold	315	–	–	0.01%	109
2024 Q3	$28.8K	Sell	315 -631	-67%	-$55.6K	0.01%	96
2024 Q2	$79.4K	Hold	946	–	–	0.02%	50
2024 Q1	$79.1K	Hold	946	–	–	0.02%	45
2023 Q4	$73.8K	Hold	946	–	–	0.02%	46
2023 Q3	$68.5K	Hold	946	–	–	0.02%	37
2023 Q2	$70.3K	Hold	946	–	–	0.02%	38
2023 Q1	$68.8K	Hold	946	–	–	0.02%	34
2022 Q4	$68.2K	Hold	946	–	–	0.03%	32
2022 Q3	$63K	Hold	946	–	–	0.15%	26
2022 Q2	$66K	Hold	946	–	–	0.14%	27
2022 Q1	$73K	Buy	+946	New	+$71.6K	0.03%	35
2020 Q1	–	Sell	-1,265,387	Closed	-$83M	–	128
2019 Q4	$83M	Sell	1,265,387 -745,845	-37%	-$47.9M	46.98%	1
2019 Q3	$129M	Buy	2,011,232 +562,916	+39%	+$35.7M	77.48%	1
2019 Q2	$89.4M	Sell	1,448,316 -18,615	-1%	-$1.12M	55.36%	1
2019 Q1	$86.3M	Buy	1,466,931 +303,554	+26%	+$17M	55.63%	1
2018 Q4	$61M	Buy	+1,163,377	New	+$63.9M	46.44%	1
2016 Q4	–	Sell	-541,323	Closed	-$24.6M	–	84
2016 Q3	$24.6M	Sell	541,323 -4,097	-0.8%	-$190K	19.98%	2
2016 Q2	$25.2M	Buy	545,420 +9,938	+2%	+$441K	20.72%	2
2016 Q1	$23.5M	Buy	+535,482	New	+$22.3M	21.33%	2

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

Stuart Chaussee & Associates's USMV Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 315 shares — an estimated $30K sold.

Stuart Chaussee & Associates first reported a position in USMV in Q1 2016 and held it in 23 quarters. The position peaked at $129M in Q3 2019. 1,373 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

Stuart Chaussee & Associates reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 315 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $30K.
Stuart Chaussee & Associates first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2016 and held it in 23 quarters.
Stuart Chaussee & Associates's iShares MSCI USA Min Vol Factor ETF position peaked at $129M in Q3 2019.
1,373 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.