Ritter Daniher Financial Advisory’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Ritter Daniher Financial Advisory’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	$10.2K	Hold	106	–	–	﹤0.01%	438
2026 Q1	$9.83K	Hold	106	–	–	﹤0.01%	436
2025 Q4	$9.98K	Sell	106 -78	-42%	-$7.35K	﹤0.01%	432
2025 Q3	$17.5K	Hold	184	–	–	﹤0.01%	286
2025 Q2	$17.3K	Hold	184	–	–	﹤0.01%	238
2025 Q1	$17.2K	Hold	184	–	–	﹤0.01%	224
2024 Q4	$16.3K	Hold	184	–	–	﹤0.01%	218
2024 Q3	$16.8K	Hold	184	–	–	﹤0.01%	213
2024 Q2	$15.4K	Hold	184	–	–	﹤0.01%	209
2024 Q1	$15.4K	Hold	184	–	–	0.01%	205
2023 Q4	$14.4K	Hold	184	–	–	0.01%	212
2023 Q3	$13.3K	Hold	184	–	–	0.01%	212
2023 Q2	$13.7K	Hold	184	–	–	0.01%	197
2023 Q1	$13.4K	Sell	184 -1,650	-90%	-$119K	0.01%	195
2022 Q4	$132K	Buy	1,834 +1,650	+897%	+$117K	0.06%	86
2022 Q3	$12K	Hold	184	–	–	0.01%	167
2022 Q2	$13K	Hold	184	–	–	0.01%	156
2022 Q1	$14K	Buy	184 +106	+136%	+$8.03K	0.01%	155
2021 Q4	$6K	Hold	78	–	–	﹤0.01%	184
2021 Q3	$6K	Hold	78	–	–	﹤0.01%	178
2021 Q2	$6K	Buy	+78	New	+$5.63K	﹤0.01%	171
2021 Q1	–	Sell	-3,145	Closed	-$213K	–	201
2020 Q4	$213K	Buy	+3,145	New	+$207K	0.19%	49

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

Ritter Daniher Financial Advisory's USMV Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 106 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Ritter Daniher Financial Advisory first reported a position in USMV in Q4 2020 and has held it in 22 quarters since. The position peaked at $213K in Q4 2020. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Ritter Daniher Financial Advisory held 106 shares of iShares MSCI USA Min Vol Factor ETF worth $10.2K as of Q2 2026.
Ritter Daniher Financial Advisory left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #438 holding.
Ritter Daniher Financial Advisory first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 22 quarters since.
Ritter Daniher Financial Advisory's iShares MSCI USA Min Vol Factor ETF position peaked at $213K in Q4 2020.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.