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Sagard Holdings Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Sagard Holdings 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 		$3.59M Hold
37,714
– – 17.97% 2
2025
Q2 		$3.54M Buy
+37,714
New +$3.47M 9.91% 3

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Sagard Holdings Management's USMV Position: Q3 2025 in Review

Sagard Holdings Management held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q3 2025 at 37,714 shares worth $3.59M. The position accounts for 17.97% of the portfolio, ranked #2.

Sagard Holdings Management first reported a position in USMV in Q2 2025 and has held it in 2 quarters since. 1,304 funds tracked by Wall St. Rank hold USMV as of Q3 2025.

  • Sagard Holdings Management held 37,714 shares of iShares MSCI USA Min Vol Factor ETF worth $3.59M as of Q3 2025.
  • Sagard Holdings Management left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q3 2025.
  • iShares MSCI USA Min Vol Factor ETF made up 17.97% of Sagard Holdings Management's portfolio in Q3 2025, its #2 holding.
  • Sagard Holdings Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,304 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2025.

Based on Sagard Holdings Management's 13F filing for Q3 2025, filed 14 Nov 2025.