VPF
USMV icon

Vantage Point Financial’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Vantage Point Financial’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
-2,189
Closed -$205K – 158
2025
Q2 		$205K Sell
2,189
-349
-14% -$32.1K 0.09% 142
2025
Q1 		$238K Buy
2,538
+193
+8% +$17.8K 0.12% 114
2024
Q4 		$208K Buy
+2,345
New +$215K 0.11% 117

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

Vantage Point Financial's USMV Position: Q3 2025 in Review

Vantage Point Financial sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2025, closing a stake of 2,189 shares — an estimated $205K sold.

Vantage Point Financial first reported a position in USMV in Q4 2024 and held it in 3 quarters. The position peaked at $238K in Q1 2025. 1,304 funds tracked by Wall St. Rank hold USMV as of Q3 2025.

  • Vantage Point Financial reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Vantage Point Financial sold 2,189 iShares MSCI USA Min Vol Factor ETF shares in Q3 2025, an estimated $205K.
  • Vantage Point Financial first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and held it in 3 quarters.
  • Vantage Point Financial's iShares MSCI USA Min Vol Factor ETF position peaked at $238K in Q1 2025.
  • 1,304 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2025.

Based on Vantage Point Financial's 13F filing for Q3 2025, filed 24 Oct 2025.