Moment Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Moment Partners’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	$402K	Sell	4,172 -716	-15%	-$68K	0.07%	69
2026 Q1	$453K	Hold	4,888	–	–	0.08%	68
2025 Q4	$460K	Sell	4,888 -200	-4%	-$18.8K	0.09%	63
2025 Q3	$484K	Hold	5,088	–	–	0.09%	69
2025 Q2	$478K	Sell	5,088 -767	-13%	-$70.6K	0.09%	70
2025 Q1	$548K	Sell	5,855 -223	-4%	-$20.5K	0.11%	60
2024 Q4	$540K	Buy	+6,078	New	+$558K	0.1%	58

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

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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

Moment Partners's USMV Position: Q2 2026 in Review

Moment Partners reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 15% in Q2 2026, selling an estimated $68K and leaving 4,172 shares worth $402K. The position accounts for 0.07% of the portfolio, ranked #69.

Moment Partners first reported a position in USMV in Q4 2024 and has held it in 7 quarters since. The position peaked at $548K in Q1 2025. 711 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Moment Partners held 4,172 shares of iShares MSCI USA Min Vol Factor ETF worth $402K as of Q2 2026.
Moment Partners sold 716 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $68K.
iShares MSCI USA Min Vol Factor ETF made up 0.07% of Moment Partners's portfolio in Q2 2026, its #69 holding.
Moment Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
Moment Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $548K in Q1 2025.
711 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Moment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.