Redwood Park Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Redwood Park Advisors’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	$6.4M	Sell	66,390 -974	-1%	-$92.4K	4.21%	8
2026 Q1	$6.25M	Sell	67,364 -89	-0.1%	-$8.45K	4.16%	7
2025 Q4	$6.35M	Buy	67,453 +218	+0.3%	+$20.5K	4.32%	7
2025 Q3	$6.4M	Buy	67,235 +160	+0.2%	+$15K	4.23%	7
2025 Q2	$6.3M	Buy	67,075 +2,917	+5%	+$268K	4.27%	7
2025 Q1	$6.01M	Buy	64,158 +2,155	+3%	+$198K	4.83%	6
2024 Q4	$5.51M	Buy	+62,003	New	+$5.69M	3.77%	7

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

Redwood Park Advisors's USMV Position: Q2 2026 in Review

Redwood Park Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.4% in Q2 2026, selling an estimated $92.4K and leaving 66,390 shares worth $6.4M. The position accounts for 4.21% of the portfolio, ranked #8.

Redwood Park Advisors first reported a position in USMV in Q4 2024 and has held it in 7 quarters since. 1,375 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Redwood Park Advisors held 66,390 shares of iShares MSCI USA Min Vol Factor ETF worth $6.4M as of Q2 2026.
Redwood Park Advisors sold 974 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $92.4K.
iShares MSCI USA Min Vol Factor ETF made up 4.21% of Redwood Park Advisors's portfolio in Q2 2026, its #8 holding.
Redwood Park Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
1,375 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Redwood Park Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.