&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 Q2	$21.8M	Buy	224,607 +20,914	+10%	+$1.98M	0.09%	207
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 $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $6.03B AUM 24.5% 1-Year Est. Return

MRC

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

&Partners's USMV Position: Q2 2026 in Review

&Partners increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 10% in Q2 2026, buying an estimated $1.98M and bringing the position to 224,607 shares worth $21.8M. The position accounts for 0.09% of the portfolio, ranked #207.

&Partners first reported a position in USMV in Q4 2023 and has held it in 11 quarters since. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

&Partners held 224,607 shares of iShares MSCI USA Min Vol Factor ETF worth $21.8M as of Q2 2026.
&Partners bought 20,914 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $1.98M.
iShares MSCI USA Min Vol Factor ETF made up 0.09% of &Partners's portfolio in Q2 2026, its #207 holding.
&Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.