Baron Silver Stevens Financial Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Baron Silver Stevens Financial 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 Q1	$20M	Sell	216,124 -8,408	-4%	-$799K	2.91%	12
2025 Q4	$21.1M	Sell	224,532 -3,373	-1%	-$318K	3.05%	11
2025 Q3	$21.7M	Buy	227,905 +1,107	+0.5%	+$104K	3.17%	9
2025 Q2	$21.3M	Buy	226,798 +10,030	+5%	+$923K	3.41%	10
2025 Q1	$20.3M	Sell	216,768 -9,131	-4%	-$840K	3.55%	9
2024 Q4	$20.1M	Sell	225,899 -585	-0.3%	-$53.7K	3.4%	10
2024 Q3	$20.7M	Buy	226,484 +471	+0.2%	+$41.5K	3.61%	9
2024 Q2	$19M	Sell	226,013 -3,643	-2%	-$300K	3.6%	9
2024 Q1	$19.2M	Sell	229,656 -4,968	-2%	-$401K	3.71%	9
2023 Q4	$18.3M	Sell	234,624 -2,607	-1%	-$195K	3.84%	9
2023 Q3	$17.2M	Sell	237,231 -5,402	-2%	-$403K	3.89%	8
2023 Q2	$18M	Buy	242,633 +5,869	+2%	+$429K	3.96%	9
2023 Q1	$17.2M	Sell	236,764 -38,431	-14%	-$2.76M	4.48%	7
2022 Q4	$19.8M	Sell	275,195 -3,145	-1%	-$224K	4.88%	6
2022 Q3	$208	Sell	278,340 -4,504	-2%	-$325K	0.06%	85
2022 Q2	$19.9M	Sell	282,844 -1,805	-0.6%	-$132K	5.14%	6
2022 Q1	$22.1M	Sell	284,649 -30,880	-10%	-$2.34M	5.18%	6
2021 Q4	$25.5M	Sell	315,529 -85,536	-21%	-$6.62M	6.04%	5
2021 Q3	$29.5M	Sell	401,065 -150,052	-27%	-$11.4M	7.86%	4
2021 Q2	$40.6M	Sell	551,117 -84,964	-13%	-$6.14M	11%	1
2021 Q1	$44M	Sell	636,081 -11,885	-2%	-$804K	23.94%	1
2020 Q4	$44M	Buy	+647,966	New	+$42.7M	15.06%	1

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $5.37B AUM 18.53% 1-Year Est. Return

MRC

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's USMV Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.7% in Q1 2026, selling an estimated $799K and leaving 216,124 shares worth $20M. The position accounts for 2.91% of the portfolio, ranked #12.

Baron Silver Stevens Financial Advisors first reported a position in USMV in Q4 2020 and has held it in 22 quarters since. The position peaked at $44M in Q1 2021. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Baron Silver Stevens Financial Advisors held 216,124 shares of iShares MSCI USA Min Vol Factor ETF worth $20M as of Q1 2026.
Baron Silver Stevens Financial Advisors sold 8,408 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $799K.
iShares MSCI USA Min Vol Factor ETF made up 2.91% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #12 holding.
Baron Silver Stevens Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 22 quarters since.
Baron Silver Stevens Financial Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $44M in Q1 2021.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.