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

Richardson Financial Services’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	$440K	Sell	4,566 -2	-0%	-$190	0.25%	88
2026 Q1	$424K	Sell	4,568 -402	-8%	-$38.2K	0.27%	88
2025 Q4	$468K	Sell	4,970 -719	-13%	-$67.7K	0.15%	85
2025 Q3	$541K	Sell	5,689 -15	-0.3%	-$1.41K	0.34%	76
2025 Q2	$537K	Buy	5,704 +244	+4%	+$22.5K	0.36%	78
2025 Q1	$511K	Sell	5,460 -555	-9%	-$51.1K	0.39%	76
2024 Q4	$534K	Sell	6,015 -1,170	-16%	-$107K	0.38%	74
2024 Q3	$607K	Buy	7,185 +477	+7%	+$42.1K	0.39%	66
2024 Q2	$563K	Sell	6,708 -366	-5%	-$30.2K	0.41%	69
2024 Q1	$591K	Sell	7,074 -1,469	-17%	-$119K	0.42%	68
2023 Q4	$667K	Buy	+8,543	New	+$637K	0.58%	50

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

Richardson Financial Services's USMV Position: Q2 2026 in Review

Richardson Financial Services reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.04% in Q2 2026, selling an estimated $190 and leaving 4,566 shares worth $440K. The position accounts for 0.25% of the portfolio, ranked #88.

Richardson Financial Services first reported a position in USMV in Q4 2023 and has held it in 11 quarters since. The position peaked at $667K in Q4 2023. 1,378 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Richardson Financial Services held 4,566 shares of iShares MSCI USA Min Vol Factor ETF worth $440K as of Q2 2026.
Richardson Financial Services sold 2 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $190.
iShares MSCI USA Min Vol Factor ETF made up 0.25% of Richardson Financial Services's portfolio in Q2 2026, its #88 holding.
Richardson Financial Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
Richardson Financial Services's iShares MSCI USA Min Vol Factor ETF position peaked at $667K in Q4 2023.
1,378 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.