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

Quotient Wealth 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	$6.32M	Sell	65,552 -9,768	-13%	-$927K	0.15%	46
2026 Q1	$6.99M	Sell	75,320 -657,384	-90%	-$62.4M	0.18%	38
2025 Q4	$69M	Sell	732,704 -339,509	-32%	-$32M	1.84%	14
2025 Q3	$102M	Buy	1,072,213 +52,608	+5%	+$4.93M	2.79%	12
2025 Q2	$95.7M	Buy	1,019,605 +23,868	+2%	+$2.2M	2.82%	12
2025 Q1	$93.3M	Sell	995,737 -17,782	-2%	-$1.64M	2.98%	13
2024 Q4	$90M	Buy	1,013,519 +12,622	+1%	+$1.16M	2.94%	11
2024 Q3	$91.4M	Buy	1,000,897 +15,821	+2%	+$1.39M	3%	11
2024 Q2	$82.7M	Buy	985,076 +45,247	+5%	+$3.73M	2.9%	11
2024 Q1	$78.6M	Buy	939,829 +170,567	+22%	+$13.8M	2.8%	11
2023 Q4	$60M	Buy	+769,262	New	+$57.4M	2.33%	13

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

Quotient Wealth Partners's USMV Position: Q2 2026 in Review

Quotient Wealth Partners reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 13% in Q2 2026, selling an estimated $927K and leaving 65,552 shares worth $6.32M. The position accounts for 0.15% of the portfolio, ranked #46.

Quotient Wealth Partners first reported a position in USMV in Q4 2023 and has held it in 11 quarters since. The position peaked at $102M in Q3 2025. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Quotient Wealth Partners held 65,552 shares of iShares MSCI USA Min Vol Factor ETF worth $6.32M as of Q2 2026.
Quotient Wealth Partners sold 9,768 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $927K.
iShares MSCI USA Min Vol Factor ETF made up 0.15% of Quotient Wealth Partners's portfolio in Q2 2026, its #46 holding.
Quotient Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
Quotient Wealth Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $102M in Q3 2025.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.