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Puff Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Puff Wealth Management’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
-3,225
Closed -$303K – 125
2025
Q2 		$303K Sell
3,225
-3,110
-49% -$286K 0.22% 80
2025
Q1 		$593K Buy
+6,335
New +$583K 0.56% 51

Other funds holding USMV

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Puff Wealth Management's USMV Position: Q3 2025 in Review

Puff Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2025, closing a stake of 3,225 shares — an estimated $303K sold.

Puff Wealth Management first reported a position in USMV in Q1 2025 and held it in 2 quarters. The position peaked at $593K in Q1 2025. 1,305 funds tracked by Wall St. Rank hold USMV as of Q3 2025.

  • Puff Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Puff Wealth Management sold 3,225 iShares MSCI USA Min Vol Factor ETF shares in Q3 2025, an estimated $303K.
  • Puff Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and held it in 2 quarters.
  • Puff Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $593K in Q1 2025.
  • 1,305 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2025.

Based on Puff Wealth Management's 13F filing for Q3 2025, filed 6 Oct 2025.