TWP
USMV icon

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

Tempus Wealth Planning’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
Q1 		– Sell
-2,311
Closed -$205K – 270
2024
Q4 		$205K Sell
2,311
-694
-23% -$63.7K 0.06% 236
2024
Q3 		$274K Sell
3,005
-505
-14% -$44.5K 0.1% 180
2024
Q2 		$295K Sell
3,510
-1,238
-26% -$102K 0.12% 157
2024
Q1 		$397K Sell
4,748
-455
-9% -$36.7K 0.17% 130
2023
Q4 		$406K Buy
5,203
+1,040
+25% +$77.6K 0.18% 120
2023
Q3 		$301K Sell
4,163
-147
-3% -$11K 0.15% 123
2023
Q2 		$320K Buy
4,310
+273
+7% +$20K 0.14% 134
2023
Q1 		$294K Buy
4,037
+722
+22% +$51.9K 0.14% 128
2022
Q4 		$239K Buy
3,315
+9
+0.3% +$640 0.15% 157
2022
Q3 		$219K Buy
+3,306
New +$238K 0.15% 159

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $59.6B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $5.7T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return