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Roof Eidam Maycock Peralta (REMP)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Roof Eidam Maycock Peralta (REMP)’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 		$1.56M Sell
16,145
-4,677
-22% -$444K 0.31% 46
2026
Q1 		$1.93M Sell
20,822
-537
-3% -$51K 0.44% 39
2025
Q4 		$2.01M Buy
21,359
+13
+0.1% +$1.23K 0.46% 39
2025
Q3 		$2.03M Sell
21,346
-1,114
-5% -$104K 0.49% 37
2025
Q2 		$2.11M Hold
22,460
– – 0.52% 37
2025
Q1 		$2.1M Sell
22,460
-2,935
-12% -$270K 0.56% 34
2024
Q4 		$2.25M Hold
25,395
– – 0.58% 36
2024
Q3 		$2.32M Sell
25,395
-700
-3% -$61.7K 0.59% 33
2024
Q2 		$2.19M Hold
26,095
– – 0.59% 30
2024
Q1 		$2.18M Hold
26,095
– – 0.6% 31
2023
Q4 		$2.04M Hold
26,095
– – 0.61% 31
2023
Q3 		$1.89M Sell
26,095
-2,875
-10% -$214K 0.62% 33
2023
Q2 		$2.15M Sell
28,970
-23,199
-44% -$1.7M 0.72% 30
2023
Q1 		$3.79M Sell
52,169
-4,877
-9% -$351K 1.4% 16
2022
Q4 		$4.11M Buy
57,046
+26,526
+87% +$1.89M 1.46% 15
2022
Q3 		$2.02M Buy
30,520
+1,475
+5% +$106K 0.75% 25
2022
Q2 		$2.04M Hold
29,045
– – 0.75% 24
2022
Q1 		$2.25M Sell
29,045
-1,345
-4% -$102K 0.73% 25
2021
Q4 		$2.46M Sell
30,390
-325
-1% -$25.2K 0.83% 23
2021
Q3 		$2.26M Hold
30,715
– – 0.83% 23
2021
Q2 		$2.26M Sell
30,715
-480
-2% -$34.7K 0.84% 21
2021
Q1 		$2.16M Sell
31,195
-230,053
-88% -$15.6M 0.83% 22
2020
Q4 		$17.7M Sell
261,248
-3,022
-1% -$199K 6.9% 2
2020
Q3 		$16.8M Sell
264,270
-24,568
-9% -$1.56M 6.55% 3
2020
Q2 		$17.5M Buy
288,838
+9,025
+3% +$536K 6.77% 3
2020
Q1 		$15.1M Sell
279,813
-11,167
-4% -$708K 6.35% 4
2019
Q4 		$19.1M Buy
290,980
+1,150
+0.4% +$73.9K 7.35% 2
2019
Q3 		$18.6M Sell
289,830
-1,265
-0.4% -$80.1K 7.57% 2
2019
Q2 		$18M Sell
291,095
-18,532
-6% -$1.11M 7.37% 1
2019
Q1 		$18.2M Sell
309,627
-11,870
-4% -$665K 7.17% 1
2018
Q4 		$16.8M Buy
321,497
+12,389
+4% +$681K 8.14% 2
2018
Q3 		$17.6M Sell
309,108
-3,325
-1% -$185K 7.96% 2
2018
Q2 		$16.6M Buy
312,433
+5,028
+2% +$265K 7.76% 2
2018
Q1 		$16M Sell
307,405
-15,105
-5% -$799K 7.69% 2
2017
Q4 		$17M Buy
322,510
+3,960
+1% +$205K 8.29% 1
2017
Q3 		$16M Sell
318,550
-9,155
-3% -$457K 8.23% 1
2017
Q2 		$16M Sell
327,705
-29,290
-8% -$1.43M 8.25% 1
2017
Q1 		$17M Sell
356,995
-20,190
-5% -$945K 8.76% 1
2016
Q4 		$17.1M Sell
377,185
-2,430
-0.6% -$108K 8.91% 1
2016
Q3 		$17.2M Buy
379,615
+50,915
+15% +$2.36M 8.06% 3
2016
Q2 		$15.2M Buy
328,700
+50,200
+18% +$2.23M 7.97% 2
2016
Q1 		$12.2M Buy
278,500
+75,650
+37% +$3.15M 8.6% 3
2015
Q4 		$8.48M Buy
202,850
+27,900
+16% +$1.16M 6.75% 3
2015
Q3 		$6.93M Buy
174,950
+15,460
+10% +$632K 6.49% 2
2015
Q2 		$6.43M Buy
159,490
+145,300
+1,024% +$6.01M 5.31% 5
2015
Q1 		$585K Buy
+14,190
New +$584K 0.47% 56

Other funds holding USMV

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP)'s USMV Position: Q2 2026 in Review

Roof Eidam Maycock Peralta (REMP) reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 22% in Q2 2026, selling an estimated $444K and leaving 16,145 shares worth $1.56M. The position accounts for 0.31% of the portfolio, ranked #46.

Roof Eidam Maycock Peralta (REMP) first reported a position in USMV in Q1 2015 and has held it in 46 quarters since. The position peaked at $19.1M in Q4 2019. 802 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Roof Eidam Maycock Peralta (REMP) held 16,145 shares of iShares MSCI USA Min Vol Factor ETF worth $1.56M as of Q2 2026.
  • Roof Eidam Maycock Peralta (REMP) sold 4,677 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $444K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.31% of Roof Eidam Maycock Peralta (REMP)'s portfolio in Q2 2026, its #46 holding.
  • Roof Eidam Maycock Peralta (REMP) first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2015 and has held it in 46 quarters since.
  • Roof Eidam Maycock Peralta (REMP)'s iShares MSCI USA Min Vol Factor ETF position peaked at $19.1M in Q4 2019.
  • 802 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Roof Eidam Maycock Peralta (REMP)'s 13F filing for Q2 2026, filed 24 Jul 2026.