Tucker Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Tucker Asset 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 Q1	–	Sell	-87	Closed	-$7.72K	–	901
2024 Q4	$7.72K	Buy	87 +6	+7%	+$550	﹤0.01%	847
2024 Q3	$7.4K	Sell	81 -2	-2%	-$176	﹤0.01%	792
2024 Q2	$6.97K	Hold	83	–	–	﹤0.01%	952
2024 Q1	$6.94K	Hold	83	–	–	﹤0.01%	976
2023 Q4	$6.48K	Hold	83	–	–	﹤0.01%	816
2023 Q3	$6.01K	Sell	83 -208	-71%	-$15.5K	﹤0.01%	783
2023 Q2	$21.6K	Buy	291 +196	+206%	+$14.3K	0.01%	388
2023 Q1	$6.91K	Buy	95 +54	+132%	+$3.88K	﹤0.01%	634
2022 Q4	$2.97K	Sell	41 -14	-25%	-$996	﹤0.01%	510
2022 Q3	$3.92K	Sell	55 -44	-44%	-$3.17K	﹤0.01%	469
2022 Q2	$6.95K	Sell	99 -57	-37%	-$4.17K	﹤0.01%	291
2022 Q1	$12.1K	Buy	156 +83	+114%	+$6.28K	﹤0.01%	211
2021 Q4	$5.91K	Hold	73	–	–	﹤0.01%	291
2021 Q3	$5.66K	Hold	73	–	–	﹤0.01%	233
2021 Q2	$5.37K	Sell	73 -164	-69%	-$11.8K	﹤0.01%	223
2021 Q1	$16.4K	Sell	237 -396	-63%	-$26.8K	0.01%	151
2020 Q4	$43K	Buy	+633	New	+$41.7K	0.03%	72

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tucker Asset Management's USMV Position: Q1 2025 in Review

Tucker Asset Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2025, closing a stake of 87 shares — an estimated $7.72K sold.

Tucker Asset Management first reported a position in USMV in Q4 2020 and held it in 17 quarters. The position peaked at $43K in Q4 2020. 1,298 funds tracked by Wall St. Rank hold USMV as of Q1 2025.

Tucker Asset Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
Tucker Asset Management sold 87 iShares MSCI USA Min Vol Factor ETF shares in Q1 2025, an estimated $7.72K.
Tucker Asset Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and held it in 17 quarters.
Tucker Asset Management's iShares MSCI USA Min Vol Factor ETF position peaked at $43K in Q4 2020.
1,298 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2025.

Based on Tucker Asset Management's 13F filing for Q1 2025, filed 6 Jan 2026.