Betterment LLC’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Betterment LLC’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	$306K	Buy	3,175 +152	+5%	+$14.4K	﹤0.01%	579
2026 Q1	$280K	Sell	3,023 -110	-4%	-$10.4K	﹤0.01%	546
2025 Q4	$295K	Buy	3,133 +237	+8%	+$22.3K	﹤0.01%	500
2025 Q3	$276K	Buy	+2,896	New	+$271K	﹤0.01%	474
2024 Q2	–	Sell	-2,876	Closed	-$240K	–	403
2024 Q1	$240K	Sell	2,876 -1,887	-40%	-$152K	﹤0.01%	338
2023 Q4	$372K	Sell	4,763 -5,607	-54%	-$418K	﹤0.01%	257
2023 Q3	$751K	Buy	10,370 +1,220	+13%	+$91K	﹤0.01%	183
2023 Q2	$680K	Sell	9,150 -745	-8%	-$54.4K	﹤0.01%	178
2023 Q1	$720K	Sell	9,895 -25,501	-72%	-$1.83M	﹤0.01%	177
2022 Q4	$2.55M	Buy	35,396 +14,036	+66%	+$999K	0.01%	110
2022 Q3	$1.5M	Hold	21,360	–	–	0.01%	125
2022 Q2	$1.5M	Buy	+21,360	New	+$1.56M	0.01%	125

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Betterment LLC's USMV Position: Q2 2026 in Review

Betterment LLC increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 5% in Q2 2026, buying an estimated $14.4K and bringing the position to 3,175 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Betterment LLC first reported a position in USMV in Q2 2022 and has held it in 12 quarters since. The position peaked at $2.55M in Q4 2022. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Betterment LLC held 3,175 shares of iShares MSCI USA Min Vol Factor ETF worth $306K as of Q2 2026.
Betterment LLC bought 152 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $14.4K.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #579 holding.
Betterment LLC first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2022 and has held it in 12 quarters since.
Betterment LLC's iShares MSCI USA Min Vol Factor ETF position peaked at $2.55M in Q4 2022.
1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.