Arax Advisory Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Arax Advisory Partners’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	$9.9M	Buy	102,656 +57,946	+130%	+$5.5M	0.07%	304
2026 Q1	$4.15M	Sell	44,710 -1,399	-3%	-$133K	0.12%	158
2025 Q4	$4.34M	Buy	+46,109	New	+$4.34M	0.13%	137
2025 Q3	–	Sell	-36,862	Closed	-$3.46M	–	4275
2025 Q2	$3.46M	Buy	36,862 +1,956	+6%	+$180K	0.16%	106
2025 Q1	$3.27M	Sell	34,906 -3,478	-9%	-$320K	0.21%	82
2024 Q4	$3.41M	Buy	38,384 +5,299	+16%	+$486K	0.21%	82
2024 Q3	$3.02M	Sell	33,085 -3,556	-10%	-$314K	0.27%	54
2024 Q2	$3.08M	Buy	36,641 +30	+0.1%	+$2.47K	0.3%	55
2024 Q1	$3.06M	Sell	36,611 -1,194	-3%	-$96.3K	0.32%	49
2023 Q4	$2.95M	Sell	37,805 -1,985	-5%	-$148K	0.33%	50
2023 Q3	$2.88M	Sell	39,790 -166,164	-81%	-$12.4M	0.36%	50
2023 Q2	$15.3M	Buy	205,954 +3,543	+2%	+$259K	1.95%	19
2023 Q1	$14.7M	Buy	202,411 +6,274	+3%	+$451K	1.95%	21
2022 Q4	$14.1M	Buy	196,137 +11,588	+6%	+$825K	1.96%	21
2022 Q3	$12.2M	Buy	184,549 +5,147	+3%	+$371K	1.92%	17
2022 Q2	$12.6M	Buy	179,402 +14,590	+9%	+$1.07M	1.91%	18
2022 Q1	$12.8M	Buy	164,812 +10,741	+7%	+$813K	1.7%	21
2021 Q4	$12.5M	Buy	154,071 +2,869	+2%	+$222K	1.58%	18
2021 Q3	$11.1M	Buy	151,202 +558	+0.4%	+$42.5K	1.52%	19
2021 Q2	$11.1M	Buy	+150,644	New	+$10.9M	1.51%	19
2020 Q4	$10.1M	Sell	149,509 -3,219	-2%	-$212K	1.5%	19
2020 Q3	$9.73M	Buy	152,728 +1,742	+1%	+$111K	1.64%	18
2020 Q2	$9.15M	Sell	150,986 -5,654	-4%	-$336K	1.63%	19
2020 Q1	$8.46M	Buy	156,640 +4,010	+3%	+$254K	1.95%	18
2019 Q4	$10M	Buy	152,630 +1,963	+1%	+$126K	2.87%	13
2019 Q3	$9.66M	Buy	150,667 +5,496	+4%	+$348K	2.91%	14
2019 Q2	$8.96M	Buy	+145,171	New	+$8.71M	2.98%	13
2018 Q4	$6.62M	Buy	126,406 +106,650	+540%	+$5.86M	2.63%	15
2018 Q3	$1.13M	Buy	+19,756	New	+$1.1M	0.45%	24

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 $59.8B AUM 29.42% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Arax Advisory Partners's USMV Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 130% in Q2 2026, buying an estimated $5.5M and bringing the position to 102,656 shares worth $9.9M. The position accounts for 0.07% of the portfolio, ranked #304.

Arax Advisory Partners first reported a position in USMV in Q3 2018 and has held it in 29 quarters since. The position peaked at $15.3M in Q2 2023. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Arax Advisory Partners held 102,656 shares of iShares MSCI USA Min Vol Factor ETF worth $9.9M as of Q2 2026.
Arax Advisory Partners bought 57,946 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $5.5M.
iShares MSCI USA Min Vol Factor ETF made up 0.07% of Arax Advisory Partners's portfolio in Q2 2026, its #304 holding.
Arax Advisory Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2018 and has held it in 29 quarters since.
Arax Advisory Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $15.3M in Q2 2023.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.