World Equity Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

World Equity Group’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	-2,209	Closed	-$210K	–	385
2025 Q3	$210K	Buy	+2,209	New	+$207K	0.05%	331
2025 Q2	–	Sell	-2,155	Closed	-$202K	–	355
2025 Q1	$202K	Buy	+2,155	New	+$198K	0.06%	289
2024 Q2	–	Sell	-2,457	Closed	-$205K	–	321
2024 Q1	$205K	Sell	2,457 -1,823	-43%	-$147K	0.04%	294
2023 Q4	$334K	Sell	4,280 -1,950	-31%	-$146K	0.07%	235
2023 Q3	$451K	Buy	6,230 +965	+18%	+$72K	0.09%	216
2023 Q2	$391K	Sell	5,265 -14,466	-73%	-$1.06M	0.12%	217
2023 Q1	$958K	Buy	19,731 +9,261	+88%	+$666K	0.14%	169
2022 Q4	$755K	Sell	10,470 -12,554	-55%	-$893K	0.18%	132
2022 Q3	$1.52M	Buy	23,024 +11,123	+93%	+$802K	0.38%	71
2022 Q2	$836K	Sell	11,901 -19,070	-62%	-$1.4M	0.21%	127
2022 Q1	$2.4M	Buy	+30,971	New	+$2.34M	0.52%	46

Other funds holding USMV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

World Equity Group's USMV Position: Q4 2025 in Review

World Equity Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 2,209 shares — an estimated $210K sold.

World Equity Group first reported a position in USMV in Q1 2022 and held it in 11 quarters. The position peaked at $2.4M in Q1 2022. 1,376 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

World Equity Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
World Equity Group sold 2,209 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $210K.
World Equity Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2022 and held it in 11 quarters.
World Equity Group's iShares MSCI USA Min Vol Factor ETF position peaked at $2.4M in Q1 2022.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on World Equity Group's 13F filing for Q4 2025, filed 12 Jan 2026.