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Howe & Rusling’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Howe & Rusling’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 		$19.8K Sell
213
-176
-45% -$16.7K ﹤0.01% 406
2025
Q4 		$36.6K Buy
389
+41
+12% +$3.86K ﹤0.01% 382
2025
Q3 		$33.1K Sell
348
-167
-32% -$15.6K ﹤0.01% 371
2025
Q2 		$48.3K Buy
515
+302
+142% +$27.8K ﹤0.01% 350
2025
Q1 		$19.9K Sell
213
-88
-29% -$8.1K ﹤0.01% 355
2024
Q4 		$26.7K Buy
301
+146
+94% +$13.4K ﹤0.01% 337
2024
Q3 		$14.2K Sell
155
-541
-78% -$47.7K ﹤0.01% 350
2024
Q2 		$58.4K Buy
696
+662
+1,947% +$54.5K 0.01% 284
2024
Q1 		$2.84K Sell
34
-2,146
-98% -$173K ﹤0.01% 370
2023
Q4 		$170K Buy
2,180
+1,415
+185% +$106K 0.02% 235
2023
Q3 		$55.4K Buy
765
+753
+6,275% +$56.1K 0.01% 251
2023
Q2 		$892 Sell
12
-138
-92% -$10.1K ﹤0.01% 330
2023
Q1 		$10.9K Buy
+150
New +$10.8K ﹤0.01% 283
2022
Q4 		– Sell
-235
Closed -$16K – 1006
2022
Q3 		$16K Hold
235
– – ﹤0.01% 469
2022
Q2 		$16K Buy
+235
New +$17.2K ﹤0.01% 461
2021
Q2 		– Sell
-1,815
Closed -$126K – 1024
2021
Q1 		$126K Buy
1,815
+934
+106% +$63.1K 0.02% 213
2020
Q4 		$60K Buy
881
+668
+314% +$44K 0.01% 269
2020
Q3 		$14K Sell
213
-92
-30% -$5.84K ﹤0.01% 397
2020
Q2 		$18K Buy
305
+46
+18% +$2.73K ﹤0.01% 366
2020
Q1 		$14K Sell
259
-766
-75% -$48.6K ﹤0.01% 392
2019
Q4 		$67K Buy
1,025
+924
+915% +$59.3K 0.01% 262
2019
Q3 		$6K Buy
+101
New +$6.4K ﹤0.01% 533

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Howe & Rusling's USMV Position: Q1 2026 in Review

Howe & Rusling reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 45% in Q1 2026, selling an estimated $16.7K and leaving 213 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Howe & Rusling first reported a position in USMV in Q3 2019 and has held it in 22 quarters since. The position peaked at $170K in Q4 2023. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Howe & Rusling held 213 shares of iShares MSCI USA Min Vol Factor ETF worth $19.8K as of Q1 2026.
  • Howe & Rusling sold 176 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $16.7K.
  • iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q1 2026, its #406 holding.
  • Howe & Rusling first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and has held it in 22 quarters since.
  • Howe & Rusling's iShares MSCI USA Min Vol Factor ETF position peaked at $170K in Q4 2023.
  • 1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.