CFO
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Custos Family Office’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Custos Family Office’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 		$8.26M Sell
87,678
-11,667
-12% -$1.1M 5.64% 5
2025
Q3 		$9.45M Sell
99,345
-114,173
-53% -$10.7M 5.34% 6
2025
Q2 		$20M Sell
213,518
-472
-0.2% -$43.4K 6.39% 4
2025
Q1 		$20M Sell
213,990
-1,905
-0.9% -$175K 7.11% 2
2024
Q4 		$19.2M Buy
215,895
+13,251
+7% +$1.22M 6.71% 3
2024
Q3 		$18.5M Buy
202,644
+11,977
+6% +$1.06M 6.7% 3
2024
Q2 		$16M Buy
190,667
+46,327
+32% +$3.82M 6.39% 2
2024
Q1 		$12.1M Buy
144,340
+1,223
+0.9% +$98.7K 6.22% 6
2023
Q4 		$11.2M Buy
143,117
+17,629
+14% +$1.32M 5.8% 7
2023
Q3 		$9.08M Buy
125,488
+2,043
+2% +$152K 6.12% 7
2023
Q2 		$9.18M Buy
123,445
+1,896
+2% +$139K 5.94% 8
2023
Q1 		$8.84M Buy
121,549
+20,284
+20% +$1.46M 6.23% 8
2022
Q4 		$7.3M Buy
101,265
+3,006
+3% +$214K 5.83% 6
2022
Q3 		$6.5M Buy
98,259
+7,328
+8% +$528K 6.33% 6
2022
Q2 		$6.38M Buy
90,931
+5,297
+6% +$388K 5.72% 6
2022
Q1 		$6.64M Buy
85,634
+20,328
+31% +$1.54M 5.4% 7
2021
Q4 		$5.28M Buy
+65,306
New +$5.06M 4.74% 8

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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

Custos Family Office's USMV Position: Q4 2025 in Review

Custos Family Office reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 12% in Q4 2025, selling an estimated $1.1M and leaving 87,678 shares worth $8.26M. The position accounts for 5.64% of the portfolio, ranked #5.

Custos Family Office first reported a position in USMV in Q4 2021 and has held it in 17 quarters since. The position peaked at $20M in Q2 2025. 1,373 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

  • Custos Family Office held 87,678 shares of iShares MSCI USA Min Vol Factor ETF worth $8.26M as of Q4 2025.
  • Custos Family Office sold 11,667 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $1.1M.
  • iShares MSCI USA Min Vol Factor ETF made up 5.64% of Custos Family Office's portfolio in Q4 2025, its #5 holding.
  • Custos Family Office first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 17 quarters since.
  • Custos Family Office's iShares MSCI USA Min Vol Factor ETF position peaked at $20M in Q2 2025.
  • 1,373 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on Custos Family Office's 13F filing for Q4 2025, filed 17 Feb 2026.