Raleigh Capital Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Raleigh Capital 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	$20.8K	Buy	216 +56	+35%	+$5.32K	0.01%	342
2026 Q1	$14.8K	Sell	160 -54	-25%	-$5.13K	0.01%	363
2025 Q4	$20.2K	Sell	214 -18	-8%	-$1.7K	0.01%	345
2025 Q3	$22.1K	Buy	232 +71	+44%	+$6.65K	0.01%	309
2025 Q2	$15.1K	Buy	161 +123	+324%	+$11.3K	0.01%	343
2025 Q1	$3.6K	Hold	38	–	–	﹤0.01%	382
2024 Q4	$3.4K	Hold	38	–	–	﹤0.01%	767
2024 Q3	$3.48K	Buy	+38	New	+$3.35K	﹤0.01%	755
2024 Q1	–	Sell	-2,952	Closed	-$230K	–	1181
2023 Q4	$230K	Sell	2,952 -1,733	-37%	-$129K	0.11%	178
2023 Q3	$339K	Sell	4,685 -3,500	-43%	-$261K	0.17%	127
2023 Q2	$608K	Sell	8,185 -796	-9%	-$58.2K	0.3%	95
2023 Q1	$653K	Buy	8,981 +2,618	+41%	+$188K	0.32%	93
2022 Q4	$459K	Sell	6,363 -521	-8%	-$37.1K	0.24%	108
2022 Q3	$455K	Buy	6,884 +2,255	+49%	+$163K	0.27%	107
2022 Q2	$326K	Sell	4,629 -5,030	-52%	-$368K	0.19%	129
2022 Q1	$749K	Sell	9,659 -1,276	-12%	-$96.6K	0.41%	77
2021 Q4	$885K	Buy	+10,935	New	+$847K	0.91%	35

Other funds holding USMV

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

MRC

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

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Raleigh Capital Management's USMV Position: Q2 2026 in Review

Raleigh Capital Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 35% in Q2 2026, buying an estimated $5.32K and bringing the position to 216 shares worth $20.8K. The position accounts for 0.01% of the portfolio, ranked #342.

Raleigh Capital Management first reported a position in USMV in Q4 2021 and has held it in 17 quarters since. The position peaked at $885K in Q4 2021. 392 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Raleigh Capital Management held 216 shares of iShares MSCI USA Min Vol Factor ETF worth $20.8K as of Q2 2026.
Raleigh Capital Management bought 56 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $5.32K.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Raleigh Capital Management's portfolio in Q2 2026, its #342 holding.
Raleigh Capital Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 17 quarters since.
Raleigh Capital Management's iShares MSCI USA Min Vol Factor ETF position peaked at $885K in Q4 2021.
392 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.