BFG
USMV icon

Berger Financial Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Berger Financial 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
Q3 		– Sell
-2,923
Closed -$274K – 455
2025
Q2 		$274K Sell
2,923
-2,269
-44% -$209K 0.02% 352
2025
Q1 		$486K Sell
5,192
-2,345
-31% -$216K 0.03% 259
2024
Q4 		$669K Sell
7,537
-7,651
-50% -$702K 0.05% 217
2024
Q3 		$1.39M Sell
15,188
-2,241
-13% -$198K 0.1% 141
2024
Q2 		$1.46M Sell
17,429
-865
-5% -$71.3K 0.12% 128
2024
Q1 		$1.53M Sell
18,294
-679
-4% -$54.8K 0.13% 122
2023
Q4 		$1.48M Buy
18,973
+23
+0.1% +$1.72K 0.15% 106
2023
Q3 		$1.37M Sell
18,950
-11,371
-38% -$848K 0.16% 108
2023
Q2 		$2.25M Sell
30,321
-38
-0.1% -$2.78K 0.26% 89
2023
Q1 		$2.21M Buy
30,359
+9
+0% +$647 0.27% 86
2022
Q4 		$2.19M Sell
30,350
-261
-0.9% -$18.6K 0.29% 81
2022
Q3 		$2.02M Buy
30,611
+142
+0.5% +$10.2K 0.3% 82
2022
Q2 		$2.14M Buy
30,469
+7
+0% +$512 0.31% 72
2022
Q1 		$2.36M Sell
30,462
-129
-0.4% -$9.77K 0.3% 79
2021
Q4 		$2.48M Sell
30,591
-3,326
-10% -$258K 0.33% 79
2021
Q3 		$2.49M Hold
33,917
– – 0.45% 63
2021
Q2 		$2.5M Sell
33,917
-3,309
-9% -$239K 0.45% 63
2021
Q1 		$2.58M Buy
37,226
+1,911
+5% +$129K 0.56% 57
2020
Q4 		$2.4M Buy
+35,315
New +$2.32M 0.42% 75

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

Berger Financial Group's USMV Position: Q3 2025 in Review

Berger Financial Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2025, closing a stake of 2,923 shares — an estimated $274K sold.

Berger Financial Group first reported a position in USMV in Q4 2020 and held it in 19 quarters. The position peaked at $2.58M in Q1 2021. 1,304 funds tracked by Wall St. Rank hold USMV as of Q3 2025.

  • Berger Financial Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Berger Financial Group sold 2,923 iShares MSCI USA Min Vol Factor ETF shares in Q3 2025, an estimated $274K.
  • Berger Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and held it in 19 quarters.
  • Berger Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $2.58M in Q1 2021.
  • 1,304 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2025.

Based on Berger Financial Group's 13F filing for Q3 2025, filed 14 Oct 2025.