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WealthTrak Capital Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-73
Closed -$6.85K – 847
2025
Q2 		$6.85K Buy
+73
New +$6.72K 0.01% 241

Other funds holding USMV

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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
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
Envestnet Asset Management
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

WealthTrak Capital Management's USMV Position: Q3 2025 in Review

WealthTrak Capital Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2025, closing a stake of 73 shares — an estimated $6.85K sold.

WealthTrak Capital Management first reported a position in USMV in Q2 2025 and held it in 1 quarter. The position peaked at $6.85K in Q2 2025. 1,304 funds tracked by Wall St. Rank hold USMV as of Q3 2025.

  • WealthTrak Capital Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 73 iShares MSCI USA Min Vol Factor ETF shares in Q3 2025, an estimated $6.85K.
  • WealthTrak Capital Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2025 and held it in 1 quarter.
  • WealthTrak Capital Management's iShares MSCI USA Min Vol Factor ETF position peaked at $6.85K in Q2 2025.
  • 1,304 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.