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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Root Financial Partners's USMV Position: Q1 2026 in Review

Root Financial Partners reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.6% in Q1 2026, selling an estimated $4.08K and leaving 1,154 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #537.

Root Financial Partners first reported a position in USMV in Q1 2025 and has held it in 4 quarters since. The position peaked at $206K in Q1 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Root Financial Partners held 1,154 shares of iShares MSCI USA Min Vol Factor ETF worth $107K as of Q1 2026.
Root Financial Partners sold 43 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $4.08K.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #537 holding.
Root Financial Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and has held it in 4 quarters since.
Root Financial Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $206K in Q1 2025.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.