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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tempus Wealth Planning's USMV Position: Q1 2025 in Review

Tempus Wealth Planning sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2025, closing a stake of 2,311 shares — an estimated $205K sold.

Tempus Wealth Planning first reported a position in USMV in Q3 2022 and held it in 10 quarters. The position peaked at $406K in Q4 2023. 1,300 funds tracked by Wall St. Rank hold USMV as of Q1 2025.

Tempus Wealth Planning reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
Tempus Wealth Planning sold 2,311 iShares MSCI USA Min Vol Factor ETF shares in Q1 2025, an estimated $205K.
Tempus Wealth Planning first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2022 and held it in 10 quarters.
Tempus Wealth Planning's iShares MSCI USA Min Vol Factor ETF position peaked at $406K in Q4 2023.
1,300 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2025.

Based on Tempus Wealth Planning's 13F filing for Q1 2025, filed 6 May 2025.