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

WJ 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
Q3 		– Sell
-2,786
Closed -$262K – 103
2025
Q2 		$262K Buy
+2,786
New +$256K 0.08% 85
2024
Q2 		– Sell
-2,642
Closed -$221K – 81
2024
Q1 		$221K Hold
2,642
– – 0.09% 71
2023
Q4 		$206K Sell
2,642
-310
-11% -$23.1K 0.09% 71
2023
Q3 		$214K Sell
2,952
-270
-8% -$20.1K 0.1% 63
2023
Q2 		$240K Buy
+3,222
New +$235K 0.11% 59
2023
Q1 		– Sell
-3,390
Closed -$244K – 66
2022
Q4 		$244K Hold
3,390
– – 0.14% 49
2022
Q3 		$223K Sell
3,390
-250
-7% -$18K 0.14% 52
2022
Q2 		$256K Buy
3,640
+525
+17% +$38.4K 0.18% 43
2022
Q1 		$244K Sell
3,115
-1,016
-25% -$76.9K 0.16% 43
2021
Q4 		$332K Buy
4,131
+456
+12% +$35.3K 0.2% 43
2021
Q3 		$271K Hold
3,675
– – 0.18% 50
2021
Q2 		$271K Sell
3,675
-500
-12% -$36.1K 0.84% 36
2021
Q1 		$289K Sell
4,175
-9,790
-70% -$662K 0.9% 32
2020
Q4 		$948K Sell
13,965
-1,975
-12% -$130K 2.95% 10
2020
Q3 		$1.02M Sell
15,940
-166,124
-91% -$10.5M 3.29% 8
2020
Q2 		$11M Buy
182,064
+150,599
+479% +$8.94M 7.74% 4
2020
Q1 		$1.7M Buy
31,465
+2,605
+9% +$165K 6.12% 5
2019
Q4 		$1.89M Buy
+28,860
New +$1.85M 4.77% 6

Other funds holding USMV

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

WJ Wealth Management's USMV Position: Q3 2025 in Review

WJ Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2025, closing a stake of 2,786 shares — an estimated $262K sold.

WJ Wealth Management first reported a position in USMV in Q4 2019 and held it in 18 quarters. The position peaked at $11M in Q2 2020. 1,304 funds tracked by Wall St. Rank hold USMV as of Q3 2025.

  • WJ Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
  • WJ Wealth Management sold 2,786 iShares MSCI USA Min Vol Factor ETF shares in Q3 2025, an estimated $262K.
  • WJ Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and held it in 18 quarters.
  • WJ Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $11M in Q2 2020.
  • 1,304 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2025.

Based on WJ Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.