Berkshire Money Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Berkshire Money Management’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	–	Sell	-10,251	Closed	-$951K	–	59
2026 Q1	$951K	Buy	10,251 +189	+2%	+$17.9K	0.1%	43
2025 Q4	$947K	Sell	10,062 -49,373	-83%	-$4.65M	0.09%	54
2025 Q3	$5.65M	Sell	59,435 -211,215	-78%	-$19.8M	0.58%	24
2025 Q2	$25.4M	Buy	+270,650	New	+$24.9M	2.67%	11
2022 Q4	–	Sell	-32,090	Closed	-$2.12M	–	47
2022 Q3	$2.12M	Sell	32,090 -27,084	-46%	-$1.95M	0.36%	29
2022 Q2	$4.16M	Buy	+59,174	New	+$4.33M	0.69%	22
2020 Q1	–	Sell	-113,161	Closed	-$7.42M	–	85
2019 Q4	$7.42M	Sell	113,161 -5,387	-5%	-$346K	1.45%	14
2019 Q3	$7.6M	Sell	118,548 -67	-0.1%	-$4.25K	1.57%	14
2019 Q2	$7.32M	Sell	118,615 -7,935	-6%	-$476K	1.55%	14
2019 Q1	$7.44M	Sell	126,550 -311,396	-71%	-$17.4M	1.65%	13
2018 Q4	$22.9M	Buy	+437,946	New	+$24.1M	5.71%	6
2016 Q4	–	Sell	-144,936	Closed	-$6.58M	–	29
2016 Q3	$6.58M	Sell	144,936 -179,678	-55%	-$8.31M	2.02%	12
2016 Q2	$15M	Buy	+324,614	New	+$14.4M	5.15%	7

Other funds holding USMV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Berkshire Money Management's USMV Position: Q2 2026 in Review

Berkshire Money Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 10,251 shares — an estimated $951K sold.

Berkshire Money Management first reported a position in USMV in Q2 2016 and held it in 13 quarters. The position peaked at $25.4M in Q2 2025. 950 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Berkshire Money Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Berkshire Money Management sold 10,251 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $951K.
Berkshire Money Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2016 and held it in 13 quarters.
Berkshire Money Management's iShares MSCI USA Min Vol Factor ETF position peaked at $25.4M in Q2 2025.
950 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Berkshire Money Management's 13F filing for Q2 2026, filed 23 Jul 2026.