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Robertson Stephens Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Robertson Stephens Wealth Management’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 		$1.85M Sell
19,133
-40
-0.2% -$3.8K 0.05% 226
2026
Q1 		$1.78M Sell
19,173
-1,251
-6% -$119K 0.05% 221
2025
Q4 		$1.92M Sell
20,424
-521
-2% -$49.1K 0.05% 216
2025
Q3 		$1.99M Sell
20,945
-41,856
-67% -$3.92M 0.06% 180
2025
Q2 		$5.9M Buy
62,801
+33,265
+113% +$3.06M 0.19% 90
2025
Q1 		$2.77M Buy
29,536
+7,501
+34% +$690K 0.1% 160
2024
Q4 		$1.96M Sell
22,035
-489
-2% -$44.9K 0.07% 199
2024
Q3 		$2.06M Sell
22,524
-4,625
-17% -$408K 0.07% 194
2024
Q2 		$2.28M Sell
27,149
-4,543
-14% -$374K 0.11% 139
2024
Q1 		$2.65M Sell
31,692
-4,201
-12% -$339K 0.14% 125
2023
Q4 		$2.8M Sell
35,893
-13,293
-27% -$992K 0.17% 113
2023
Q3 		$3.58M Sell
49,186
-7,982
-14% -$595K 0.24% 87
2023
Q2 		$4.25M Sell
57,168
-5,520
-9% -$403K 0.3% 74
2023
Q1 		$4.56M Sell
62,688
-297
-0.5% -$21.3K 0.35% 63
2022
Q4 		$4.54M Sell
62,985
-2,753
-4% -$196K 0.44% 51
2022
Q3 		$4.34M Buy
65,738
+2,291
+4% +$165K 0.45% 44
2022
Q2 		$4.45M Buy
63,447
+6,371
+11% +$466K 0.42% 46
2022
Q1 		$4.43M Sell
57,076
-8,838
-13% -$669K 0.37% 54
2021
Q4 		$5.33M Buy
65,914
+58,694
+813% +$4.54M 0.45% 48
2021
Q3 		$530K Sell
7,220
-880
-11% -$67K 0.06% 199
2021
Q2 		$596K Sell
8,100
-2,326
-22% -$168K 0.07% 190
2021
Q1 		$721K Sell
10,426
-1,441
-12% -$97.4K 0.12% 140
2020
Q4 		$805K Sell
11,867
-1,599
-12% -$105K 0.17% 101
2020
Q3 		$858K Sell
13,466
-32,836
-71% -$2.08M 0.21% 90
2020
Q2 		$2.81M Buy
46,302
+5,246
+13% +$311K 0.81% 30
2020
Q1 		$2.22M Buy
41,056
+7,749
+23% +$492K 0.76% 35
2019
Q4 		$2.19M Sell
33,307
-774
-2% -$49.7K 1.1% 26
2019
Q3 		$2.19M Buy
34,081
+10,264
+43% +$650K 1.11% 25
2019
Q2 		$1.47M Buy
23,817
+650
+3% +$39K 1.43% 25
2019
Q1 		$1.36M Buy
23,167
+2,872
+14% +$161K 1.16% 26
2018
Q4 		$1.06M Buy
+20,295
New +$1.12M 1.06% 25

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

Robertson Stephens Wealth Management's USMV Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.21% in Q2 2026, selling an estimated $3.8K and leaving 19,133 shares worth $1.85M. The position accounts for 0.05% of the portfolio, ranked #226.

Robertson Stephens Wealth Management first reported a position in USMV in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.9M in Q2 2025. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Robertson Stephens Wealth Management held 19,133 shares of iShares MSCI USA Min Vol Factor ETF worth $1.85M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 40 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $3.8K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.05% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #226 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 31 quarters since.
  • Robertson Stephens Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $5.9M in Q2 2025.
  • 1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.