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

Aspect 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	$1.03M	Buy	10,699 +4,901	+85%	+$465K	0.39%	31
2026 Q1	$538K	Buy	5,798 +2,189	+61%	+$208K	0.22%	44
2025 Q4	$340K	Sell	3,609 -341	-9%	-$32.1K	0.15%	60
2025 Q3	$376K	Buy	3,950 +2	+0.1%	+$187	0.17%	57
2025 Q2	$371K	Sell	3,948 -9	-0.2%	-$828	0.18%	53
2025 Q1	$371K	Buy	3,957 +3,476	+723%	+$320K	0.21%	46
2024 Q4	$42.7K	Sell	481 -32	-6%	-$2.94K	0.02%	139
2024 Q3	$46.8K	Sell	513 -91	-15%	-$8.02K	0.03%	124
2024 Q2	$50.7K	Hold	604	–	–	0.03%	119
2024 Q1	$50.5K	Hold	604	–	–	0.04%	119
2023 Q4	$47.1K	Buy	+604	New	+$45.1K	0.03%	118

Other funds holding USMV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Aspect Partners's USMV Position: Q2 2026 in Review

Aspect Partners increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 85% in Q2 2026, buying an estimated $465K and bringing the position to 10,699 shares worth $1.03M. The position accounts for 0.39% of the portfolio, ranked #31.

Aspect Partners first reported a position in USMV in Q4 2023 and has held it in 11 quarters since. 391 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Aspect Partners held 10,699 shares of iShares MSCI USA Min Vol Factor ETF worth $1.03M as of Q2 2026.
Aspect Partners bought 4,901 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $465K.
iShares MSCI USA Min Vol Factor ETF made up 0.39% of Aspect Partners's portfolio in Q2 2026, its #31 holding.
Aspect Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
391 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.