BTG Pactual Asset Management US’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

BTG Pactual Asset Management US’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	-1,760	Closed	-$165K	–	347
2025 Q3	$165K	Hold	1,760	–	–	0.01%	185
2025 Q2	$165K	Hold	1,760	–	–	0.02%	183
2025 Q1	$165K	Hold	1,760	–	–	0.02%	223
2024 Q4	$163K	Buy	+1,760	New	+$161K	0.02%	222

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

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

BTG Pactual Asset Management US's USMV Position: Q4 2025 in Review

BTG Pactual Asset Management US sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 1,760 shares — an estimated $165K sold.

BTG Pactual Asset Management US first reported a position in USMV in Q4 2024 and held it in 4 quarters. The position peaked at $165K in Q3 2025. 1,373 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

BTG Pactual Asset Management US reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
BTG Pactual Asset Management US sold 1,760 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $165K.
BTG Pactual Asset Management US first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and held it in 4 quarters.
BTG Pactual Asset Management US's iShares MSCI USA Min Vol Factor ETF position peaked at $165K in Q3 2025.
1,373 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on BTG Pactual Asset Management US's 13F filing for Q4 2025, filed 17 Feb 2026.