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RHS Financial’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

RHS Financial’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 		$4.26M Buy
45,883
+2,071
+5% +$197K 2.02% 16
2025
Q4 		$4.13M Buy
43,812
+499
+1% +$47K 2.01% 17
2025
Q3 		$4.12M Sell
43,313
-4,380
-9% -$410K 2.14% 14
2025
Q2 		$4.48M Sell
47,693
-4,229
-8% -$389K 2.54% 11
2025
Q1 		$4.86M Sell
51,922
-1,055
-2% -$97.1K 2.73% 9
2024
Q4 		$4.7M Sell
52,977
-2,657
-5% -$244K 2.43% 10
2024
Q3 		$5.08M Sell
55,634
-2,254
-4% -$199K 2.56% 9
2024
Q2 		$4.86M Sell
57,888
-2,513
-4% -$207K 2.97% 12
2024
Q1 		$5.05M Sell
60,401
-3,644
-6% -$294K 2.94% 12
2023
Q4 		$5M Sell
64,045
-592
-0.9% -$44.2K 3.16% 9
2023
Q3 		$4.68M Buy
64,637
+1,728
+3% +$129K 3.27% 10
2023
Q2 		$4.68M Buy
62,909
+2,467
+4% +$180K 3.43% 7
2023
Q1 		$4.4M Buy
60,442
+2,561
+4% +$184K 3.34% 6
2022
Q4 		$4.17M Sell
57,881
-5,223
-8% -$372K 3.32% 6
2022
Q3 		$4.17M Buy
63,104
+1,147
+2% +$82.7K 3.71% 7
2022
Q2 		$4.35M Sell
61,957
-6,077
-9% -$445K 3.58% 7
2022
Q1 		$5.28M Sell
68,034
-7,948
-10% -$602K 3.88% 5
2021
Q4 		$6.15M Sell
75,982
-6,871
-8% -$532K 4.27% 4
2021
Q3 		$6.09M Buy
82,853
+6,657
+9% +$507K 4.44% 2
2021
Q2 		$5.61M Sell
76,196
-6,982
-8% -$504K 4.19% 2
2021
Q1 		$5.75M Sell
83,178
-5,865
-7% -$397K 4.8% 1
2020
Q4 		$6.04M Buy
89,043
+4,980
+6% +$328K 5.19% 2
2020
Q3 		$5.36M Buy
84,063
+9,497
+13% +$603K 5.39% 1
2020
Q2 		$4.52M Sell
74,566
-14,282
-16% -$848K 5.28% 3
2020
Q1 		$4.8M Sell
88,848
-9,929
-10% -$630K 6.43% 1
2019
Q4 		$6.48M Buy
98,777
+10,198
+12% +$655K 6.77% 2
2019
Q3 		$5.68M Buy
88,579
+6,559
+8% +$416K 6.69% 2
2019
Q2 		$5.06M Buy
82,020
+21,030
+34% +$1.26M 6.34% 2
2019
Q1 		$3.59M Buy
60,990
+4,011
+7% +$225K 4.63% 5
2018
Q4 		$2.99M Buy
+56,979
New +$3.13M 4.31% 6

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RHS Financial's USMV Position: Q1 2026 in Review

RHS Financial increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 4.7% in Q1 2026, buying an estimated $197K and bringing the position to 45,883 shares worth $4.26M. The position accounts for 2.02% of the portfolio, ranked #16.

RHS Financial first reported a position in USMV in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.48M in Q4 2019. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • RHS Financial held 45,883 shares of iShares MSCI USA Min Vol Factor ETF worth $4.26M as of Q1 2026.
  • RHS Financial bought 2,071 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $197K.
  • iShares MSCI USA Min Vol Factor ETF made up 2.02% of RHS Financial's portfolio in Q1 2026, its #16 holding.
  • RHS Financial first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 30 quarters since.
  • RHS Financial's iShares MSCI USA Min Vol Factor ETF position peaked at $6.48M in Q4 2019.
  • 1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on RHS Financial's 13F filing for Q1 2026, filed 28 Apr 2026.