Watts Gwilliam & Co’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Watts Gwilliam & Co’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 Q3	$299K	Buy	3,139 +6	+0.2%	+$562	0.05%	175
2025 Q2	$293K	Sell	3,133 -1,967	-39%	-$181K	0.05%	174
2025 Q1	$478K	Buy	5,100 +751	+17%	+$69.1K	0.1%	130
2024 Q4	$385K	Buy	4,349 +5	+0.1%	+$459	0.08%	145
2024 Q3	$395K	Buy	+4,344	New	+$383K	0.09%	143
2024 Q1	$342K	Buy	+4,123	New	+$333K	0.11%	131

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

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Watts Gwilliam & Co's USMV Position: Q3 2025 in Review

Watts Gwilliam & Co increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.19% in Q3 2025, buying an estimated $562 and bringing the position to 3,139 shares worth $299K. The position accounts for 0.05% of the portfolio, ranked #175.

Watts Gwilliam & Co first reported a position in USMV in Q1 2024 and has held it in 6 quarters since. The position peaked at $478K in Q1 2025. 1,304 funds tracked by Wall St. Rank hold USMV as of Q3 2025.

Watts Gwilliam & Co held 3,139 shares of iShares MSCI USA Min Vol Factor ETF worth $299K as of Q3 2025.
Watts Gwilliam & Co bought 6 iShares MSCI USA Min Vol Factor ETF shares in Q3 2025, an estimated $562.
iShares MSCI USA Min Vol Factor ETF made up 0.05% of Watts Gwilliam & Co's portfolio in Q3 2025, its #175 holding.
Watts Gwilliam & Co first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2024 and has held it in 6 quarters since.
Watts Gwilliam & Co's iShares MSCI USA Min Vol Factor ETF position peaked at $478K in Q1 2025.
1,304 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.