SC
USMV icon

Syon Capital’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Syon Capital’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
-2,578
Closed -$245K – 923
2025
Q3 		$245K Sell
2,578
-42
-2% -$3.93K 0.01% 723
2025
Q2 		$246K Hold
2,620
– – 0.02% 617
2025
Q1 		$245K Buy
+2,620
New +$241K 0.02% 482

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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 $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Syon Capital's USMV Position: Q4 2025 in Review

Syon Capital sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 2,578 shares — an estimated $245K sold.

Syon Capital first reported a position in USMV in Q1 2025 and held it in 3 quarters. The position peaked at $246K in Q2 2025. 1,373 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

  • Syon Capital reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Syon Capital sold 2,578 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $245K.
  • Syon Capital first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and held it in 3 quarters.
  • Syon Capital's iShares MSCI USA Min Vol Factor ETF position peaked at $246K in Q2 2025.
  • 1,373 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on Syon Capital's 13F filing for Q4 2025, filed 11 Feb 2026.