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Binnacle Investments’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Binnacle Investments’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 		$11.6K Buy
122
+13
+12% +$1.22K 0.01% 408
2025
Q2 		$10.2K Sell
109
-7
-6% -$644 0.01% 371
2025
Q1 		$10.9K Buy
+116
New +$10.7K 0.01% 313

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 $6.03B AUM 24.5% 1-Year Est. Return

Binnacle Investments's USMV Position: Q3 2025 in Review

Binnacle Investments increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 12% in Q3 2025, buying an estimated $1.22K and bringing the position to 122 shares worth $11.6K. The position accounts for 0.01% of the portfolio, ranked #408.

Binnacle Investments first reported a position in USMV in Q1 2025 and has held it in 3 quarters since. 1,304 funds tracked by Wall St. Rank hold USMV as of Q3 2025.

  • Binnacle Investments held 122 shares of iShares MSCI USA Min Vol Factor ETF worth $11.6K as of Q3 2025.
  • Binnacle Investments bought 13 iShares MSCI USA Min Vol Factor ETF shares in Q3 2025, an estimated $1.22K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of Binnacle Investments's portfolio in Q3 2025, its #408 holding.
  • Binnacle Investments first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and has held it in 3 quarters since.
  • 1,304 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.