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Briaud Financial Planning’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Briaud Financial Planning’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
Closed – – 322
2025
Q2 		$0 Buy
+2
New +$184 ﹤0.01% 370

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Raymond James Financial
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Fidelity Investments
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Wealth Enhancement Advisory Services
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LPL Financial
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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

Briaud Financial Planning's USMV Position: Q3 2025 in Review

Briaud Financial Planning sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2025, closing a stake of 2 shares.

Briaud Financial Planning first reported a position in USMV in Q2 2025 and held it in 1 quarter. The position peaked at $0 in Q2 2025. 1,304 funds tracked by Wall St. Rank hold USMV as of Q3 2025.

  • Briaud Financial Planning reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 2 iShares MSCI USA Min Vol Factor ETF shares in Q3 2025.
  • Briaud Financial Planning first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's iShares MSCI USA Min Vol Factor ETF position peaked at $0 in Q2 2025.
  • 1,304 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.