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Raab & Moskowitz Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Raab & Moskowitz Asset Management’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 		$979K Buy
10,147
+39
+0.4% +$3.7K 0.2% 93
2026
Q1 		$937K Buy
10,108
+166
+2% +$15.8K 0.21% 92
2025
Q4 		$936K Buy
9,942
+4,253
+75% +$401K 0.2% 97
2025
Q3 		$541K Buy
5,689
+2,658
+88% +$249K 0.12% 126
2025
Q2 		$285K Buy
3,031
+562
+23% +$51.7K 0.07% 168
2025
Q1 		$231K Buy
+2,469
New +$227K 0.06% 165
2022
Q2 		– Sell
-2,775
Closed -$215K – 167
2022
Q1 		$215K Hold
2,775
– – 0.07% 158
2021
Q4 		$224K Sell
2,775
-86
-3% -$6.66K 0.07% 160
2021
Q3 		$210K Buy
2,861
+15
+0.5% +$1.14K 0.08% 156
2021
Q2 		$209K Sell
2,846
-140
-5% -$10.1K 0.08% 156
2021
Q1 		$206K Sell
2,986
-67
-2% -$4.53K 0.08% 150
2020
Q4 		$207K Buy
+3,053
New +$201K 0.08% 145
2020
Q2 		– Sell
-3,882
Closed -$209K – 141
2020
Q1 		$209K Buy
3,882
+516
+15% +$32.7K 0.11% 131
2019
Q4 		$220K Hold
3,366
– – 0.09% 151
2019
Q3 		$215K Buy
3,366
+40
+1% +$2.53K 0.09% 149
2019
Q2 		$205K Buy
+3,326
New +$200K 0.09% 154
2019
Q1 		– Sell
-4,926
Closed -$258K – 174
2018
Q4 		$258K Buy
+4,926
New +$271K 0.13% 137

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raab & Moskowitz Asset Management's USMV Position: Q2 2026 in Review

Raab & Moskowitz Asset Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.39% in Q2 2026, buying an estimated $3.7K and bringing the position to 10,147 shares worth $979K. The position accounts for 0.2% of the portfolio, ranked #93.

Raab & Moskowitz Asset Management first reported a position in USMV in Q4 2018 and has held it in 17 quarters since. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Raab & Moskowitz Asset Management held 10,147 shares of iShares MSCI USA Min Vol Factor ETF worth $979K as of Q2 2026.
  • Raab & Moskowitz Asset Management bought 39 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $3.7K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.2% of Raab & Moskowitz Asset Management's portfolio in Q2 2026, its #93 holding.
  • Raab & Moskowitz Asset Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 17 quarters since.
  • 1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Raab & Moskowitz Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.