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

Wealth Quarterback’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
Q4 		– Sell
-2,212
Closed -$210K – 162
2025
Q3 		$210K Sell
2,212
-23
-1% -$2.15K 0.08% 146
2025
Q2 		$210K Sell
2,235
-5
-0.2% -$460 0.1% 133
2025
Q1 		$210K Buy
+2,240
New +$206K 0.12% 117
2024
Q4 		– Sell
-3,619
Closed -$330K – 135
2024
Q3 		$330K Sell
3,619
-108
-3% -$9.52K 0.17% 88
2024
Q2 		$313K Sell
3,727
-619
-14% -$51K 0.18% 86
2024
Q1 		$363K Sell
4,346
-8
-0.2% -$645 0.2% 84
2023
Q4 		$340K Sell
4,354
-1,325
-23% -$98.9K 0.21% 86
2023
Q3 		$411K Sell
5,679
-29,392
-84% -$2.19M 0.36% 72
2023
Q2 		$2.61M Buy
35,071
+30,784
+718% +$2.25M 1.81% 13
2023
Q1 		$312K Sell
4,287
-1,282
-23% -$92.1K 0.26% 77
2022
Q4 		$402K Buy
5,569
+12
+0.2% +$854 0.33% 71
2022
Q3 		$367K Sell
5,557
-281
-5% -$20.3K 0.39% 67
2022
Q2 		$410K Buy
+5,838
New +$427K 0.32% 72
2021
Q3 		$690K Buy
10,541
+462
+5% +$35.2K 0.46% 48
2021
Q2 		$742K Buy
+10,079
New +$728K 0.45% 51
2020
Q4 		$1.56M Sell
22,932
-5,905
-20% -$389K 1.29% 15
2020
Q3 		$1.75M Hold
28,837
– – 1.6% 18
2020
Q2 		$1.75M Sell
28,837
-1,073
-4% -$63.7K 1.6% 18
2020
Q1 		$1.64M Buy
29,910
+4,224
+16% +$268K 1.51% 16
2019
Q4 		$1.69M Buy
+25,686
New +$1.65M 1.46% 15

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Wealth Quarterback's USMV Position: Q4 2025 in Review

Wealth Quarterback sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 2,212 shares — an estimated $210K sold.

Wealth Quarterback first reported a position in USMV in Q4 2019 and held it in 20 quarters. The position peaked at $2.61M in Q2 2023. 1,373 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

  • Wealth Quarterback reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Wealth Quarterback sold 2,212 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $210K.
  • Wealth Quarterback first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and held it in 20 quarters.
  • Wealth Quarterback's iShares MSCI USA Min Vol Factor ETF position peaked at $2.61M in Q2 2023.
  • 1,373 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on Wealth Quarterback's 13F filing for Q4 2025, filed 15 Jan 2026.