Rakuten Investment Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Rakuten Investment 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 Q1	$19.5M	Buy	205,766 +102,883	+100%	+$9.77M	0.04%	87
2025 Q4	$9.75M	Hold	102,883	–	–	0.03%	166
2025 Q3	$9.75M	Buy	+102,883	New	+$9.64M	0.03%	139
2025 Q1	$9.96M	Buy	+107,385	New	+$9.88M	0.05%	109
2024 Q3	$26.6M	Sell	291,703 -4,900	-2%	-$432K	0.16%	23
2024 Q2	$24.9M	Sell	296,603 -36,100	-11%	-$2.97M	0.16%	17
2024 Q1	$27.8M	Sell	332,703 -2,400	-0.7%	-$194K	0.2%	10
2023 Q4	$26.1M	Buy	335,103 +11,400	+4%	+$851K	0.23%	7
2023 Q3	$23.6M	Sell	323,703 -1,600	-0.5%	-$119K	0.24%	5
2023 Q2	$23.9M	Sell	325,303 -18,900	-5%	-$1.38M	0.26%	5
2023 Q1	$24.8M	Buy	344,203 +22,100	+7%	+$1.59M	0.3%	5
2022 Q4	$23.4M	Buy	322,103 +28,000	+10%	+$1.99M	0.32%	4
2022 Q3	$19.7M	Buy	294,103 +131,700	+81%	+$9.5M	0.32%	5
2022 Q2	$11.4M	Buy	+162,403	New	+$11.9M	0.19%	8

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 $6.03B AUM 24.5% 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

Rakuten Investment Management's USMV Position: Q1 2026 in Review

Rakuten Investment Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 100% in Q1 2026, buying an estimated $9.77M and bringing the position to 205,766 shares worth $19.5M. The position accounts for 0.04% of the portfolio, ranked #87.

Rakuten Investment Management first reported a position in USMV in Q2 2022 and has held it in 14 quarters since. The position peaked at $27.8M in Q1 2024. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Rakuten Investment Management held 205,766 shares of iShares MSCI USA Min Vol Factor ETF worth $19.5M as of Q1 2026.
Rakuten Investment Management bought 102,883 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $9.77M.
iShares MSCI USA Min Vol Factor ETF made up 0.04% of Rakuten Investment Management's portfolio in Q1 2026, its #87 holding.
Rakuten Investment Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2022 and has held it in 14 quarters since.
Rakuten Investment Management's iShares MSCI USA Min Vol Factor ETF position peaked at $27.8M in Q1 2024.
1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.