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Leonard Rickey Investment Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Leonard Rickey Investment Advisors’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 		$447K Sell
4,631
-165,185
-97% -$15.7M 0.07% 78
2026
Q1 		$15.7M Sell
169,816
-6,683
-4% -$635K 2.73% 14
2025
Q4 		$16.6M Sell
176,499
-2,107
-1% -$198K 3.01% 13
2025
Q3 		$17M Buy
178,606
+1,624
+0.9% +$152K 3.2% 12
2025
Q2 		$16.6M Buy
176,982
+598
+0.3% +$55K 3.32% 11
2025
Q1 		$16.1M Buy
176,384
+2,076
+1% +$191K 3.46% 10
2024
Q4 		$15.5M Buy
174,308
+833
+0.5% +$76.4K 3.56% 11
2024
Q3 		$15.8M Buy
173,475
+177
+0.1% +$15.6K 3.6% 11
2024
Q2 		$14.6M Buy
173,298
+583
+0.3% +$48K 3.49% 11
2024
Q1 		$14.4M Buy
172,715
+1,666
+1% +$134K 3.73% 10
2023
Q4 		$13.3M Buy
171,049
+597
+0.4% +$44.5K 3.96% 10
2023
Q3 		$12.3M Sell
170,452
-3,438
-2% -$256K 4.04% 10
2023
Q2 		$12.9M Sell
173,890
-2,815
-2% -$206K 4.87% 6
2023
Q1 		$12.9M Sell
176,705
-5,008
-3% -$360K 5.01% 6
2022
Q4 		$13.1M Buy
181,713
+2,565
+1% +$183K 5.54% 5
2022
Q3 		$11.8M Buy
179,148
+7,344
+4% +$529K 5.55% 6
2022
Q2 		$12.1M Buy
171,804
+1,340
+0.8% +$98.1K 5.27% 6
2022
Q1 		$13.2M Buy
170,464
+46,338
+37% +$3.51M 5.04% 5
2021
Q4 		$10M Buy
+124,126
New +$9.61M 3.68% 8

Other funds holding USMV

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Leonard Rickey Investment Advisors's USMV Position: Q2 2026 in Review

Leonard Rickey Investment Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 97% in Q2 2026, selling an estimated $15.7M and leaving 4,631 shares worth $447K. The position accounts for 0.07% of the portfolio, ranked #78.

Leonard Rickey Investment Advisors first reported a position in USMV in Q4 2021 and has held it in 19 quarters since. The position peaked at $17M in Q3 2025. 682 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Leonard Rickey Investment Advisors held 4,631 shares of iShares MSCI USA Min Vol Factor ETF worth $447K as of Q2 2026.
  • Leonard Rickey Investment Advisors sold 165,185 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $15.7M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.07% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #78 holding.
  • Leonard Rickey Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • Leonard Rickey Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $17M in Q3 2025.
  • 682 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.