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Darrow Company’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Darrow Company’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 		$17.4M Buy
180,315
+783
+0.4% +$74.3K 6.74% 3
2026
Q1 		$16.6M Buy
179,532
+4,726
+3% +$449K 7.5% 3
2025
Q4 		$16.5M Buy
174,806
+2,383
+1% +$224K 7.4% 3
2025
Q3 		$16.3M Buy
172,423
+8,098
+5% +$758K 7.58% 3
2025
Q2 		$15.4M Buy
164,325
+4,123
+3% +$379K 7.81% 3
2025
Q1 		$15M Buy
160,202
+5,284
+3% +$486K 8.37% 3
2024
Q4 		$13.8M Buy
154,918
+1,256
+0.8% +$115K 7.98% 4
2024
Q3 		$14M Buy
153,662
+5,279
+4% +$465K 8.16% 4
2024
Q2 		$12.5M Sell
148,383
-477
-0.3% -$39.3K 8.11% 4
2024
Q1 		$12.4M Sell
148,860
-7,336
-5% -$592K 8.14% 4
2023
Q4 		$12.2M Buy
156,196
+2,710
+2% +$202K 9.36% 3
2023
Q3 		$11.1M Sell
153,486
-3,992
-3% -$298K 9.74% 4
2023
Q2 		$11.7M Buy
157,478
+4,155
+3% +$304K 9.76% 4
2023
Q1 		$11.2M Buy
153,323
+6,295
+4% +$452K 10.39% 3
2022
Q4 		$10.6M Buy
147,028
+1,014
+0.7% +$72.2K 10.44% 1
2022
Q3 		$9.65M Sell
146,014
-10,524
-7% -$759K 10.12% 2
2022
Q2 		$11M Buy
156,538
+3
+0% +$220 10.87% 1
2022
Q1 		$12.1M Buy
156,535
+1,654
+1% +$125K 11.22% 2
2021
Q4 		$12.5M Buy
+154,881
New +$12M 11.05% 2

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Darrow Company's USMV Position: Q2 2026 in Review

Darrow Company increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.44% in Q2 2026, buying an estimated $74.3K and bringing the position to 180,315 shares worth $17.4M. The position accounts for 6.74% of the portfolio, ranked #3.

Darrow Company first reported a position in USMV in Q4 2021 and has held it in 19 quarters since. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Darrow Company held 180,315 shares of iShares MSCI USA Min Vol Factor ETF worth $17.4M as of Q2 2026.
  • Darrow Company bought 783 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $74.3K.
  • iShares MSCI USA Min Vol Factor ETF made up 6.74% of Darrow Company's portfolio in Q2 2026, its #3 holding.
  • Darrow Company first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Darrow Company's 13F filing for Q2 2026, filed 29 Jul 2026.