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

Ballentine 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 		$541K Buy
+5,605
New +$532K 0.01% 544
2024
Q2 		– Sell
-3,662
Closed -$306K – 805
2024
Q1 		$306K Buy
+3,662
New +$295K 0.01% 530

Other funds holding USMV

Wealth Enhancement Advisory Services
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
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
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Ballentine Partners's USMV Position: Q2 2026 in Review

Ballentine Partners opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 5,605 shares worth $541K. The stake represents 0.01% of the portfolio and ranks #544 among its holdings. This is a return to the name: Ballentine Partners previously reported a position in USMV as recently as Q1 2024.

Ballentine Partners first reported a position in USMV in Q1 2024 and has held it in 2 quarters since. 340 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Ballentine Partners held 5,605 shares of iShares MSCI USA Min Vol Factor ETF worth $541K as of Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF was a new Ballentine Partners position in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #544 holding.
  • Ballentine Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2024 and has held it in 2 quarters since.
  • 340 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.