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Wolf Group Capital Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Wolf Group Capital Advisors’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
Q1 		$271K Buy
+2,890
New +$266K 0.09% 139
2024
Q3 		– Sell
-2,585
Closed -$217K – 138
2024
Q2 		$217K Buy
+2,585
New +$213K 0.09% 117
2023
Q2 		– Sell
-2,959
Closed -$215K – 110
2023
Q1 		$215K Sell
2,959
-5,925
-67% -$426K 0.11% 104
2022
Q4 		$641K Sell
8,884
-301
-3% -$21.4K 0.3% 78
2022
Q3 		$607K Sell
9,185
-1,124
-11% -$81K 0.33% 77
2022
Q2 		$724K Sell
10,309
-1,301
-11% -$95.2K 0.38% 74
2022
Q1 		$901K Sell
11,610
-29,577
-72% -$2.24M 0.46% 65
2021
Q4 		$3.33M Sell
41,187
-10,309
-20% -$798K 0.54% 62
2021
Q3 		$3.79M Buy
51,496
+6,769
+15% +$516K 2.06% 11
2021
Q2 		$3.29M Buy
44,727
+1,045
+2% +$75.5K 1.77% 15
2021
Q1 		$3.02M Buy
43,682
+3,349
+8% +$226K 1.74% 14
2020
Q4 		$2.74M Sell
40,333
-113
-0.3% -$7.44K 1.69% 15
2020
Q3 		$2.58M Buy
40,446
+2,703
+7% +$172K 1.79% 14
2020
Q2 		$2.29M Buy
37,743
+656
+2% +$38.9K 1.71% 21
2020
Q1 		$2M Buy
37,087
+2,867
+8% +$182K 1.67% 22
2019
Q4 		$2.25M Buy
34,220
+1,922
+6% +$123K 1.48% 24
2019
Q3 		$2.07M Buy
32,298
+2,283
+8% +$145K 1.42% 28
2019
Q2 		$1.85M Sell
30,015
-108
-0.4% -$6.48K 1.28% 31
2019
Q1 		$1.77M Buy
30,123
+4,276
+17% +$240K 1.22% 30
2018
Q4 		$1.35M Buy
25,847
+4,822
+23% +$265K 1.01% 34
2018
Q3 		$1.2M Buy
21,025
+5,353
+34% +$298K 0.78% 46
2018
Q2 		$833K Buy
15,672
+8,765
+127% +$461K 0.54% 55
2018
Q1 		$359K Buy
+6,907
New +$365K 0.24% 88

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wolf Group Capital Advisors's USMV Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2025: 2,890 shares worth $271K. The stake represents 0.09% of the portfolio and ranks #139 among its holdings. This is a return to the name: Wolf Group Capital Advisors previously reported a position in USMV as recently as Q2 2024.

Wolf Group Capital Advisors first reported a position in USMV in Q1 2018 and has held it in 23 quarters since. The position peaked at $3.79M in Q3 2021. 1,298 funds tracked by Wall St. Rank hold USMV as of Q1 2025.

  • Wolf Group Capital Advisors held 2,890 shares of iShares MSCI USA Min Vol Factor ETF worth $271K as of Q1 2025.
  • iShares MSCI USA Min Vol Factor ETF was a new Wolf Group Capital Advisors position in Q1 2025.
  • iShares MSCI USA Min Vol Factor ETF made up 0.09% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #139 holding.
  • Wolf Group Capital Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2018 and has held it in 23 quarters since.
  • Wolf Group Capital Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $3.79M in Q3 2021.
  • 1,298 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.