Arrowroot Family Office’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Arrowroot Family Office’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	$968K	Sell	10,037 -670	-6%	-$63.6K	0.28%	73
2026 Q1	$993K	Buy	10,707 +373	+4%	+$35.4K	0.33%	68
2025 Q4	$973K	Buy	10,334 +39	+0.4%	+$3.67K	0.35%	60
2025 Q3	$979K	Buy	10,295 +70	+0.7%	+$6.56K	0.39%	58
2025 Q2	$960K	Buy	+10,225	New	+$941K	0.43%	54
2024 Q4	$1.05M	Sell	11,789 -2,620	-18%	-$240K	0.54%	48
2024 Q3	$1.32M	Sell	14,409 -34,569	-71%	-$3.05M	0.77%	34
2024 Q2	$4.11M	Buy	48,978 +4,722	+11%	+$389K	2.63%	9
2024 Q1	$3.7M	Buy	44,256 +1,831	+4%	+$148K	2.37%	13
2023 Q4	$3.31M	Buy	42,425 +9,438	+29%	+$704K	2.34%	10
2023 Q3	$2.39M	Buy	32,987 +15,731	+91%	+$1.17M	1.88%	13
2023 Q2	$1.28M	Buy	17,256 +10,854	+170%	+$793K	0.97%	37
2023 Q1	$466K	Buy	+6,402	New	+$460K	0.4%	63

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

Arrowroot Family Office's USMV Position: Q2 2026 in Review

Arrowroot Family Office reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 6.3% in Q2 2026, selling an estimated $63.6K and leaving 10,037 shares worth $968K. The position accounts for 0.28% of the portfolio, ranked #73.

Arrowroot Family Office first reported a position in USMV in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.11M in Q2 2024. 1,378 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Arrowroot Family Office held 10,037 shares of iShares MSCI USA Min Vol Factor ETF worth $968K as of Q2 2026.
Arrowroot Family Office sold 670 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $63.6K.
iShares MSCI USA Min Vol Factor ETF made up 0.28% of Arrowroot Family Office's portfolio in Q2 2026, its #73 holding.
Arrowroot Family Office first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2023 and has held it in 13 quarters since.
Arrowroot Family Office's iShares MSCI USA Min Vol Factor ETF position peaked at $4.11M in Q2 2024.
1,378 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.