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

&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 Q1	$18.6M	Sell	203,693 -8,002	-4%	-$760K	0.09%	204
2025 Q4	$19.9M	Buy	211,695 +52,001	+33%	+$4.9M	0.1%	178
2025 Q3	$15.2M	Buy	159,694 +35,071	+28%	+$3.28M	0.1%	195
2025 Q2	$11.7M	Buy	124,623 +20,154	+19%	+$1.85M	0.09%	215
2025 Q1	$9.69M	Buy	104,469 +11,129	+12%	+$1.02M	0.1%	193
2024 Q4	$8.31M	Buy	93,340 +52,392	+128%	+$4.81M	0.1%	199
2024 Q3	$3.74M	Buy	40,948 +10,508	+35%	+$926K	0.07%	249
2024 Q2	$2.56M	Buy	30,440 +24,303	+396%	+$2M	0.11%	182
2024 Q1	$513K	Sell	6,137 -1,037	-14%	-$83.7K	0.07%	264
2023 Q4	$560K	Buy	+7,174	New	+$535K	0.14%	143

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

&Partners's USMV Position: Q1 2026 in Review

&Partners reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.8% in Q1 2026, selling an estimated $760K and leaving 203,693 shares worth $18.6M. The position accounts for 0.09% of the portfolio, ranked #204.

&Partners first reported a position in USMV in Q4 2023 and has held it in 10 quarters since. The position peaked at $19.9M in Q4 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

&Partners held 203,693 shares of iShares MSCI USA Min Vol Factor ETF worth $18.6M as of Q1 2026.
&Partners sold 8,002 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $760K.
iShares MSCI USA Min Vol Factor ETF made up 0.09% of &Partners's portfolio in Q1 2026, its #204 holding.
&Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 10 quarters since.
&Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $19.9M in Q4 2025.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.