BFC Planning, Inc.’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

BFC Planning, Inc.’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
2026 Q2	$7.19M	Sell	74,511 -1,166	-2%	-$111K	0.29%	69
2026 Q1	$7.02M	Sell	75,677 -2,326	-3%	-$221K	0.31%	57
2025 Q4	$7.34M	Buy	78,003 +69,428	+810%	+$6.54M	0.32%	63
2025 Q3	$816K	Buy	8,575 +81	+1%	+$7.59K	0.06%	272
2025 Q2	$797K	Sell	8,494 -472	-5%	-$43.4K	0.06%	265
2025 Q1	$840K	Sell	8,966 -284	-3%	-$26.1K	0.07%	235
2024 Q4	$821K	Buy	+9,250	New	+$849K	0.07%	233

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BFC Planning, Inc.'s USMV Position: Q2 2026 in Review

BFC Planning, Inc. reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.5% in Q2 2026, selling an estimated $111K and leaving 74,511 shares worth $7.19M. The position accounts for 0.29% of the portfolio, ranked #69.

BFC Planning, Inc. first reported a position in USMV in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.34M in Q4 2025. 1,384 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

BFC Planning, Inc. held 74,511 shares of iShares MSCI USA Min Vol Factor ETF worth $7.19M as of Q2 2026.
BFC Planning, Inc. sold 1,166 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $111K.
iShares MSCI USA Min Vol Factor ETF made up 0.29% of BFC Planning, Inc.'s portfolio in Q2 2026, its #69 holding.
BFC Planning, Inc. first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s iShares MSCI USA Min Vol Factor ETF position peaked at $7.34M in Q4 2025.
1,384 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.