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Matthew Hamilton Rosenberg’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$248K Sell
2,550
-152
-6% -$15.1K 0.04% 190
2026
Q2 		$261K Sell
2,702
-304
-10% -$28.9K 0.05% 185
2026
Q1 		$279K Hold
3,006
– – 0.06% 157
2025
Q4 		$283K Hold
3,006
– – 0.06% 158
2025
Q3 		$286K Sell
3,006
-533
-15% -$49.9K 0.06% 153
2025
Q2 		$332K Hold
3,539
– – 0.08% 127
2025
Q1 		$331K Sell
3,539
-82
-2% -$7.55K 0.08% 109
2024
Q4 		$322K Sell
3,621
-373
-9% -$34.2K 0.08% 116
2024
Q3 		$365K Sell
3,994
-646
-14% -$57K 0.1% 101
2024
Q2 		$389K Buy
4,640
+1,414
+44% +$117K 0.11% 86
2024
Q1 		$269K Sell
3,226
-6
-0.2% -$484 0.08% 135
2023
Q4 		$252K Sell
3,232
-177
-5% -$13.2K 0.08% 141
2023
Q3 		$247K Sell
3,409
-814
-19% -$60.7K 0.08% 137
2023
Q2 		$314K Sell
4,223
-1,042
-20% -$76.1K 0.11% 105
2023
Q1 		$383K Hold
5,265
– – 0.12% 90
2022
Q4 		$380K Sell
5,265
-267
-5% -$19K 0.13% 96
2022
Q3 		$366K Hold
5,532
– – 0.14% 87
2022
Q2 		$393K Buy
5,532
+134
+2% +$9.81K 0.15% 85
2022
Q1 		$419K Buy
5,398
+2,062
+62% +$156K 0.15% 88
2021
Q4 		$270K Buy
3,336
+183
+6% +$14.2K 0.1% 133
2021
Q3 		$232K Buy
3,153
+2,556
+428% +$195K 0.09% 146
2021
Q2 		$44K Buy
597
+134
+29% +$9.68K 0.02% 380
2021
Q1 		$32K Sell
463
-134
-22% -$9.06K 0.02% 389
2020
Q4 		$41K Buy
597
+280
+88% +$18.4K 0.03% 351
2020
Q3 		$20K Buy
317
+105
+50% +$6.66K 0.01% 399
2020
Q2 		$13K Buy
+212
New +$12.6K 0.01% 456

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
KIA
Koenig Investment Advisory Ashland, Oregon $137M AUM 8.53% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

Matthew Hamilton Rosenberg's USMV Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 5.6% in Q3 2026, selling an estimated $15.1K and leaving 2,550 shares worth $248K. The position accounts for 0.04% of the portfolio, ranked #190.

Matthew Hamilton Rosenberg first reported a position in USMV in Q2 2020 and has held it in 26 quarters since. The position peaked at $419K in Q1 2022. 105 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Matthew Hamilton Rosenberg held 2,550 shares of iShares MSCI USA Min Vol Factor ETF worth $248K as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 152 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $15.1K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.04% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #190 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2020 and has held it in 26 quarters since.
  • Matthew Hamilton Rosenberg's iShares MSCI USA Min Vol Factor ETF position peaked at $419K in Q1 2022.
  • 105 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.