Millburn Ridgefield Corp’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Millburn Ridgefield Corp’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	$430M	Buy	4,455,291 +212,694	+5%	+$20.2M	8.14%	4
2026 Q1	$393M	Buy	4,242,597 +489,637	+13%	+$46.5M	8.46%	4
2025 Q4	$353M	Hold	3,752,960	–	–	8.42%	3
2025 Q3	$357M	Buy	3,752,960 +190,646	+5%	+$17.9M	8.52%	4
2025 Q2	$334M	Sell	3,562,314 -193,188	-5%	-$17.8M	8.05%	5
2025 Q1	$352M	Buy	3,755,502 +104,095	+3%	+$9.58M	8.52%	3
2024 Q4	$324M	Buy	3,651,407 +180,849	+5%	+$16.6M	8.11%	4
2024 Q3	$317M	Sell	3,470,558 -188,149	-5%	-$16.6M	8.31%	4
2024 Q2	$307M	Buy	3,658,707 +182,050	+5%	+$15M	8.19%	4
2024 Q1	$291M	Sell	3,476,657 -100,476	-3%	-$8.11M	8.05%	4
2023 Q4	$279M	Sell	3,577,133 -4,999	-0.1%	-$373K	8.55%	3
2023 Q3	$259M	Buy	+3,582,132	New	+$267M	8.41%	4

Other funds holding USMV

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Millburn Ridgefield Corp's USMV Position: Q2 2026 in Review

Millburn Ridgefield Corp increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 5% in Q2 2026, buying an estimated $20.2M and bringing the position to 4,455,291 shares worth $430M. The position accounts for 8.14% of the portfolio, ranked #4.

Millburn Ridgefield Corp first reported a position in USMV in Q3 2023 and has held it in 12 quarters since. 672 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Millburn Ridgefield Corp held 4,455,291 shares of iShares MSCI USA Min Vol Factor ETF worth $430M as of Q2 2026.
Millburn Ridgefield Corp bought 212,694 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $20.2M.
iShares MSCI USA Min Vol Factor ETF made up 8.14% of Millburn Ridgefield Corp's portfolio in Q2 2026, its #4 holding.
Millburn Ridgefield Corp first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2023 and has held it in 12 quarters since.
672 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Millburn Ridgefield Corp's 13F filing for Q2 2026, filed 21 Jul 2026.