Edmond de Rothschild Holding’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Edmond de Rothschild Holding’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	$217K	Sell	2,250 -1,576	-41%	-$150K	﹤0.01%	442
2026 Q1	$355K	Sell	3,826 -3,137	-45%	-$298K	0.01%	343
2025 Q4	$656K	Sell	6,963 -12,347	-64%	-$1.16M	0.01%	315
2025 Q3	$1.84M	Sell	19,310 -21,851	-53%	-$2.05M	0.03%	249
2025 Q2	$3.86M	Buy	+41,161	New	+$3.79M	0.06%	188

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

Edmond de Rothschild Holding's USMV Position: Q2 2026 in Review

Edmond de Rothschild Holding reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 41% in Q2 2026, selling an estimated $150K and leaving 2,250 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Edmond de Rothschild Holding first reported a position in USMV in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.86M in Q2 2025. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Edmond de Rothschild Holding held 2,250 shares of iShares MSCI USA Min Vol Factor ETF worth $217K as of Q2 2026.
Edmond de Rothschild Holding sold 1,576 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $150K.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #442 holding.
Edmond de Rothschild Holding first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2025 and has held it in 5 quarters since.
Edmond de Rothschild Holding's iShares MSCI USA Min Vol Factor ETF position peaked at $3.86M in Q2 2025.
1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.