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B. Riley Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

B. Riley Wealth Advisors’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 		$321K Sell
3,334
-190
-5% -$18K 0.02% 605
2026
Q1 		$323K Sell
3,524
-40
-1% -$3.8K 0.02% 562
2025
Q4 		$336K Sell
3,564
-294
-8% -$27.7K 0.02% 676
2025
Q3 		$367K Sell
3,858
-387
-9% -$36.2K 0.02% 638
2025
Q2 		$398K Buy
+4,245
New +$391K 0.02% 613
2024
Q4 		$1.97M Sell
22,184
-10,944
-33% -$1M 0.06% 284
2024
Q3 		$3.02M Sell
33,128
-2,395
-7% -$211K 0.08% 233
2024
Q2 		$2.98M Sell
35,523
-104,406
-75% -$8.6M 0.08% 246
2024
Q1 		$10.2M Buy
139,929
+83,951
+150% +$6.77M 0.28% 75
2023
Q4 		$4.37M Sell
55,978
-83,951
-60% -$6.26M 0.12% 188
2023
Q3 		$10.2M Buy
139,929
+30,772
+28% +$2.29M 0.28% 75
2023
Q2 		$8.11M Buy
109,157
+970
+0.9% +$70.9K 0.18% 116
2023
Q1 		$7.87M Buy
108,187
+12,450
+13% +$895K 0.21% 106
2022
Q4 		$6.9M Sell
95,737
-34,829
-27% -$2.48M 0.19% 121
2022
Q3 		$8.63M Buy
130,566
+44,472
+52% +$3.21M 0.26% 84
2022
Q2 		$6.05M Sell
86,094
-30,205
-26% -$2.21M 0.25% 88
2022
Q1 		$9.02M Sell
116,299
-22,603
-16% -$1.71M 0.3% 69
2021
Q4 		$11.2M Buy
138,902
+31,708
+30% +$2.46M 0.32% 60
2021
Q3 		$7.88M Sell
107,194
-4,459
-4% -$340K 0.25% 82
2021
Q2 		$8.18M Sell
111,653
-21,595
-16% -$1.56M 0.27% 78
2021
Q1 		$9.21M Sell
133,248
-53,992
-29% -$3.65M 0.33% 61
2020
Q4 		$12.7M Sell
187,240
-44,300
-19% -$2.92M 0.68% 23
2020
Q3 		$14.8M Buy
231,540
+5,172
+2% +$328K 0.79% 21
2020
Q2 		$13.7M Sell
226,368
-26,947
-11% -$1.6M 0.92% 16
2020
Q1 		$13.7M Sell
253,315
-40,627
-14% -$2.58M 1.17% 13
2019
Q4 		$19.3M Sell
293,942
-40,438
-12% -$2.6M 1.64% 5
2019
Q3 		$21.4M Buy
334,380
+40,599
+14% +$2.57M 2.11% 2
2019
Q2 		$18.1M Buy
293,781
+31,959
+12% +$1.92M 1.99% 4
2019
Q1 		$15.4M Buy
261,822
+5,481
+2% +$307K 1.92% 4
2018
Q4 		$13.4M Buy
256,341
+61,946
+32% +$3.41M 1.91% 4
2018
Q3 		$11.1M Buy
194,395
+25,818
+15% +$1.44M 1.32% 10
2018
Q2 		$8.96M Buy
168,577
+834
+0.5% +$43.9K 1.18% 11
2018
Q1 		$8.71M Buy
167,743
+4,732
+3% +$250K 1.22% 10
2017
Q4 		$8.61M Buy
+163,011
New +$8.46M 1.16% 11
2017
Q3 		– Sell
-133,574
Closed -$6.54M – 595
2017
Q2 		$6.54M Buy
133,574
+48,778
+58% +$2.38M 1.19% 12
2017
Q1 		$4.05M Buy
84,796
+1,225
+1% +$57.4K 0.81% 22
2016
Q4 		$3.78M Buy
83,571
+5,655
+7% +$252K 0.77% 26
2016
Q3 		$3.54M Buy
77,916
+3,967
+5% +$184K 0.69% 25
2016
Q2 		$3.42M Buy
73,949
+4,697
+7% +$209K 0.68% 24
2016
Q1 		$3.04M Sell
69,252
-3,950
-5% -$164K 0.7% 27
2015
Q4 		$3.06M Buy
73,202
+5,345
+8% +$223K 0.62% 32
2015
Q3 		$2.69M Buy
67,857
+1,504
+2% +$61.5K 0.65% 27
2015
Q2 		$2.68M Buy
66,353
+7
+0% +$289 0.67% 26
2015
Q1 		$2.74M Buy
66,346
+21,566
+48% +$888K 0.67% 23
2014
Q4 		$1.81K Sell
44,780
-7,898
-15% -$311K 0.04% 587
2014
Q3 		$1.99M Sell
52,678
-57,128
-52% -$2.15M 0.52% 31
2014
Q2 		$2.04M Buy
109,806
+50,768
+86% +$1.86M 0.48% 33
2014
Q1 		$2.13M Sell
59,038
-2,321
-4% -$82.1K 0.64% 27
2013
Q4 		$2.18M Buy
61,359
+3,853
+7% +$134K 0.7% 24
2013
Q3 		$1.91M Buy
57,506
+9,619
+20% +$321K 0.65% 24
2013
Q2 		$1.56M Buy
+47,887
New +$1.59M 0.53% 31

Other funds holding USMV

Wealth Enhancement Advisory Services
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

B. Riley Wealth Advisors's USMV Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 5.4% in Q2 2026, selling an estimated $18K and leaving 3,334 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #605.

B. Riley Wealth Advisors first reported a position in USMV in Q2 2013 and has held it in 51 quarters since. The position peaked at $21.4M in Q3 2019. 519 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • B. Riley Wealth Advisors held 3,334 shares of iShares MSCI USA Min Vol Factor ETF worth $321K as of Q2 2026.
  • B. Riley Wealth Advisors sold 190 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $18K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #605 holding.
  • B. Riley Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2013 and has held it in 51 quarters since.
  • B. Riley Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $21.4M in Q3 2019.
  • 519 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.