Root Financial Partners
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Root Financial Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Root Financial 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
Q3 		$190K Buy
+1,953
New +$194K 0.01% 465
2026
Q2 		– Sell
-1,154
Closed -$107K – 3045
2026
Q1 		$107K Sell
1,154
-43
-4% -$4.08K 0.01% 537
2025
Q4 		$113K Sell
1,197
-22
-2% -$2.07K 0.01% 427
2025
Q3 		$116K Buy
+1,219
New +$114K 0.01% 398
2025
Q2 		– Sell
-2,203
Closed -$206K – 267
2025
Q1 		$206K Buy
+2,203
New +$203K 0.02% 200

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Root Financial Partners's USMV Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2026: 1,953 shares worth $190K. The stake represents 0.01% of the portfolio and ranks #465 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in USMV as recently as Q1 2026.

Root Financial Partners first reported a position in USMV in Q1 2025 and has held it in 5 quarters since. The position peaked at $206K in Q1 2025. 1,207 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Root Financial Partners held 1,953 shares of iShares MSCI USA Min Vol Factor ETF worth $190K as of Q3 2026.
  • iShares MSCI USA Min Vol Factor ETF was a new Root Financial Partners position in Q3 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #465 holding.
  • Root Financial Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and has held it in 5 quarters since.
  • Root Financial Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $206K in Q1 2025.
  • 1,207 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.