Yeomans Consulting Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Yeomans Consulting 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	$3.74M	Buy	39,679 +800	+2%	+$75.4K	1.09%	23
2025 Q3	$3.69M	Buy	38,879 +633	+2%	+$59.3K	1.27%	18
2025 Q2	$3.61M	Buy	38,246 +1,003	+3%	+$92.3K	1.49%	19
2025 Q1	$3.49M	Buy	37,243 +2,211	+6%	+$203K	1.35%	18
2024 Q4	$3.11M	Buy	35,032 +839	+2%	+$77K	1.16%	18
2024 Q3	$3.12M	Sell	34,193 -2,345	-6%	-$207K	1.17%	18
2024 Q2	$3.07M	Buy	36,538 +271	+0.7%	+$22.3K	1.19%	17
2024 Q1	$3.03M	Buy	36,267 +355	+1%	+$28.6K	1.33%	17
2023 Q4	$2.8M	Buy	+35,912	New	+$2.68M	1.4%	16

Other funds holding USMV

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

Yeomans Consulting Group's USMV Position: Q4 2025 in Review

Yeomans Consulting Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.1% in Q4 2025, buying an estimated $75.4K and bringing the position to 39,679 shares worth $3.74M. The position accounts for 1.09% of the portfolio, ranked #23.

Yeomans Consulting Group first reported a position in USMV in Q4 2023 and has held it in 9 quarters since. 1,373 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

Yeomans Consulting Group held 39,679 shares of iShares MSCI USA Min Vol Factor ETF worth $3.74M as of Q4 2025.
Yeomans Consulting Group bought 800 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $75.4K.
iShares MSCI USA Min Vol Factor ETF made up 1.09% of Yeomans Consulting Group's portfolio in Q4 2025, its #23 holding.
Yeomans Consulting Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 9 quarters since.
1,373 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.