Ridgecrest Wealth Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Ridgecrest Wealth Partners’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	$574K	Hold	6,187	–	–	0.32%	53
2025 Q4	$583K	Hold	6,187	–	–	0.32%	52
2025 Q3	$589K	Hold	6,187	–	–	0.27%	61
2025 Q2	$581K	Hold	6,187	–	–	0.31%	59
2025 Q1	$579K	Hold	6,187	–	–	0.3%	56
2024 Q4	$549K	Sell	6,187 -8	-0.1%	-$734	0.3%	56
2024 Q3	$566K	Hold	6,195	–	–	0.29%	59
2024 Q2	$520K	Buy	6,195 +13	+0.2%	+$1.07K	0.31%	57
2024 Q1	$517K	Sell	6,182 -300	-5%	-$24.2K	0.31%	56
2023 Q4	$506K	Hold	6,482	–	–	0.33%	55
2023 Q3	$469K	Hold	6,482	–	–	0.33%	55
2023 Q2	$482K	Sell	6,482 -169	-3%	-$12.3K	0.32%	56
2023 Q1	$484K	Hold	6,651	–	–	0.34%	52
2022 Q4	$480K	Hold	6,651	–	–	0.36%	51
2022 Q3	$440K	Hold	6,651	–	–	0.36%	50
2022 Q2	$467K	Hold	6,651	–	–	0.34%	55
2022 Q1	$516K	Hold	6,651	–	–	0.33%	59
2021 Q4	$538K	Buy	6,651 +865	+15%	+$67K	0.26%	72
2021 Q3	$425K	Buy	5,786 +20	+0.3%	+$1.52K	0.23%	76
2021 Q2	$424K	Buy	+5,766	New	+$417K	0.26%	69

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ridgecrest Wealth Partners's USMV Position: Q1 2026 in Review

Ridgecrest Wealth Partners held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 6,187 shares worth $574K. The position accounts for 0.32% of the portfolio, ranked #53.

Ridgecrest Wealth Partners first reported a position in USMV in Q2 2021 and has held it in 20 quarters since. The position peaked at $589K in Q3 2025. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Ridgecrest Wealth Partners held 6,187 shares of iShares MSCI USA Min Vol Factor ETF worth $574K as of Q1 2026.
Ridgecrest Wealth Partners left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.32% of Ridgecrest Wealth Partners's portfolio in Q1 2026, its #53 holding.
Ridgecrest Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2021 and has held it in 20 quarters since.
Ridgecrest Wealth Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $589K in Q3 2025.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.