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Tyler-Stone Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Tyler-Stone Wealth 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 		$9.48M Sell
101,023
-3,597
-3% -$331K 1.53% 13
2025
Q1 		$9.8M Sell
104,620
-2,058
-2% -$189K 1.76% 9
2024
Q4 		$9.47M Sell
106,678
-924
-0.9% -$84.8K 1.68% 11
2024
Q3 		$9.83M Buy
107,602
+52,084
+94% +$4.59M 1.86% 8
2024
Q2 		$4.66M Sell
55,518
-2,216
-4% -$183K 1.92% 7
2024
Q1 		$4.83M Sell
57,734
-2,655
-4% -$214K 2.14% 6
2023
Q4 		$4.71M Sell
60,389
-1,195
-2% -$89.2K 2.36% 5
2023
Q3 		$4.46M Sell
61,584
-2,411
-4% -$180K 2.54% 5
2023
Q2 		$4.76M Buy
+63,995
New +$4.68M 2.69% 5
2022
Q4 		$5.27M Sell
73,089
-786
-1% -$55.9K 3.58% 2
2022
Q3 		$4.88M Sell
73,875
-149
-0.2% -$10.7K 3.72% 2
2022
Q2 		$5.2M Sell
74,024
-2,599
-3% -$190K 3.46% 2
2022
Q1 		$5.94M Sell
76,623
-1,428
-2% -$108K 3.27% 3
2021
Q4 		$6.31M Buy
+78,051
New +$6.04M 3.34% 3

Other funds holding USMV

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
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

Tyler-Stone Wealth Management's USMV Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.4% in Q2 2025, selling an estimated $331K and leaving 101,023 shares worth $9.48M. The position accounts for 1.53% of the portfolio, ranked #13.

Tyler-Stone Wealth Management first reported a position in USMV in Q4 2021 and has held it in 14 quarters since. The position peaked at $9.83M in Q3 2024. 1,300 funds tracked by Wall St. Rank hold USMV as of Q2 2025.

  • Tyler-Stone Wealth Management held 101,023 shares of iShares MSCI USA Min Vol Factor ETF worth $9.48M as of Q2 2025.
  • Tyler-Stone Wealth Management sold 3,597 iShares MSCI USA Min Vol Factor ETF shares in Q2 2025, an estimated $331K.
  • iShares MSCI USA Min Vol Factor ETF made up 1.53% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #13 holding.
  • Tyler-Stone Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 14 quarters since.
  • Tyler-Stone Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $9.83M in Q3 2024.
  • 1,300 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.