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Ridgewood Investments’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Ridgewood Investments’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 		$1.02M Sell
10,557
-117
-1% -$11.1K 0.38% 87
2026
Q1 		$990K Buy
+10,674
New +$1.01M 0.4% 77
2025
Q3 		$1.09M Sell
11,469
-2,857
-20% -$268K 0.46% 70
2025
Q2 		$1.34M Buy
14,326
+7
+0% +$644 0.58% 49
2025
Q1 		$1.34M Buy
14,319
+6
+0% +$552 0.63% 37
2024
Q4 		$1.27M Buy
14,313
+9
+0.1% +$826 0.61% 38
2024
Q3 		$1.31M Sell
14,304
-1,020
-7% -$89.9K 0.65% 40
2024
Q2 		$1.29M Buy
15,324
+396
+3% +$32.6K 0.64% 39
2024
Q1 		$1.25M Sell
14,928
-576
-4% -$46.5K 0.66% 46
2023
Q4 		$1.21M Sell
15,504
-1,110
-7% -$82.8K 0.72% 38
2023
Q3 		$1.2M Hold
16,614
– – 0.79% 34
2023
Q2 		$1.23M Buy
16,614
+7
+0% +$512 0.7% 33
2023
Q1 		$1.21M Buy
16,607
+10
+0.1% +$719 0.74% 31
2022
Q4 		$1.2M Sell
16,597
-362
-2% -$25.8K 0.85% 28
2022
Q3 		$1.12M Sell
16,959
-87
-0.5% -$6.27K 0.93% 19
2022
Q2 		$1.2M Buy
17,046
+7
+0% +$512 0.94% 20
2022
Q1 		$1.32M Sell
17,039
-103
-0.6% -$7.8K 0.87% 19
2021
Q4 		$1.39M Sell
17,142
-104
-0.6% -$8.05K 0.88% 24
2021
Q3 		$1.27M Buy
17,246
+6
+0% +$457 0.86% 25
2021
Q2 		$1.27M Sell
17,240
-3,688
-18% -$266K 0.81% 29
2021
Q1 		$1.45M Sell
20,928
-6,589
-24% -$445K 0.89% 25
2020
Q4 		$1.75M Hold
27,517
– – 1.38% 10
2020
Q3 		$1.75M Sell
27,517
-813
-3% -$51.6K 1.37% 10
2020
Q2 		$1.72M Sell
28,330
-2,441
-8% -$145K 1.42% 8
2020
Q1 		$1.66M Sell
30,771
-1,085
-3% -$68.8K 1.68% 5
2019
Q4 		$2.09M Buy
31,856
+25
+0.1% +$1.61K 1.48% 6
2019
Q3 		$2.04M Sell
31,831
-41
-0.1% -$2.6K 1.59% 6
2019
Q2 		$1.97M Sell
31,872
-338
-1% -$20.3K 1.54% 7
2019
Q1 		$1.89M Sell
32,210
-1,314
-4% -$73.6K 1.56% 7
2018
Q4 		$1.91M Hold
33,524
– – 1.53% 8
2018
Q3 		$1.91M Buy
33,524
+10
+0% +$557 1.52% 8
2018
Q2 		$1.78M Sell
33,514
-102
-0.3% -$5.37K 1.59% 8
2018
Q1 		$1.75M Sell
33,616
-214
-0.6% -$11.3K 1.6% 9
2017
Q4 		$1.79M Sell
33,830
-1,805
-5% -$93.7K 1.6% 9
2017
Q3 		$1.79M Sell
35,635
-1,386
-4% -$69.1K 1.71% 8
2017
Q2 		$1.81M Sell
37,021
-166
-0.4% -$8.08K 1.82% 7
2017
Q1 		$1.77M Sell
37,187
-14
-0% -$656 1.91% 6
2016
Q4 		$1.68M Buy
+37,201
New +$1.66M 1.98% 7

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ridgewood Investments's USMV Position: Q2 2026 in Review

Ridgewood Investments reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.1% in Q2 2026, selling an estimated $11.1K and leaving 10,557 shares worth $1.02M. The position accounts for 0.38% of the portfolio, ranked #87.

Ridgewood Investments first reported a position in USMV in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.09M in Q4 2019. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Ridgewood Investments held 10,557 shares of iShares MSCI USA Min Vol Factor ETF worth $1.02M as of Q2 2026.
  • Ridgewood Investments sold 117 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $11.1K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.38% of Ridgewood Investments's portfolio in Q2 2026, its #87 holding.
  • Ridgewood Investments first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2016 and has held it in 38 quarters since.
  • Ridgewood Investments's iShares MSCI USA Min Vol Factor ETF position peaked at $2.09M in Q4 2019.
  • 1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.