Red Reef Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$164K Buy
1,704
+4
+0.2% +$380 0.15% 120
2026
Q1
$158K Buy
1,700
+263
+18% +$25K 0.17% 118
2025
Q4
$135K Buy
+1,437
New +$135K 0.14% 115

Other funds holding USMV

Red Reef Advisors's USMV Position: Q2 2026 in Review

Red Reef Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.24% in Q2 2026, buying an estimated $380 and bringing the position to 1,704 shares worth $164K. The position accounts for 0.15% of the portfolio, ranked #120.

Red Reef Advisors first reported a position in USMV in Q4 2025 and has held it in 3 quarters since. 1,380 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Red Reef Advisors held 1,704 shares of iShares MSCI USA Min Vol Factor ETF worth $164K as of Q2 2026.
  • Red Reef Advisors bought 4 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $380.
  • iShares MSCI USA Min Vol Factor ETF made up 0.15% of Red Reef Advisors's portfolio in Q2 2026, its #120 holding.
  • Red Reef Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,380 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Red Reef Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.