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

Synergy 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
Q2 		– Sell
-153
Closed -$14.3K – 539
2025
Q1 		$14.3K Sell
153
-578
-79% -$53.2K 0.01% 348
2024
Q4 		$64.9K Buy
+731
New +$67.1K 0.03% 214

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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

Synergy Investment Management's USMV Position: Q2 2025 in Review

Synergy Investment Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2025, closing a stake of 153 shares — an estimated $14.3K sold.

Synergy Investment Management first reported a position in USMV in Q4 2024 and held it in 2 quarters. The position peaked at $64.9K in Q4 2024. 1,300 funds tracked by Wall St. Rank hold USMV as of Q2 2025.

  • Synergy Investment Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Synergy Investment Management sold 153 iShares MSCI USA Min Vol Factor ETF shares in Q2 2025, an estimated $14.3K.
  • Synergy Investment Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and held it in 2 quarters.
  • Synergy Investment Management's iShares MSCI USA Min Vol Factor ETF position peaked at $64.9K in Q4 2024.
  • 1,300 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.