Rothschild Investment LLC’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Rothschild Investment LLC’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	$178K	Hold	1,844	–	–	0.01%	895
2026 Q1	$171K	Hold	1,844	–	–	0.01%	719
2025 Q4	$174K	Hold	1,844	–	–	0.01%	666
2025 Q3	$175K	Hold	1,844	–	–	0.01%	649
2025 Q2	$173K	Hold	1,844	–	–	0.01%	540
2025 Q1	$173K	Hold	1,844	–	–	0.01%	527
2024 Q4	$164K	Hold	1,844	–	–	0.01%	547
2024 Q3	$168K	Buy	1,844 +1,746	+1,782%	+$154K	0.01%	548
2024 Q2	$8.23K	Hold	98	–	–	﹤0.01%	1134
2024 Q1	$8.19K	Hold	98	–	–	﹤0.01%	1077
2023 Q4	$7.65K	Sell	98 -3,141	-97%	-$234K	﹤0.01%	1026
2023 Q3	$234K	Buy	+3,239	New	+$242K	0.02%	422

Other funds holding USMV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Rothschild Investment LLC's USMV Position: Q2 2026 in Review

Rothschild Investment LLC held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 1,844 shares worth $178K. The position accounts for 0.01% of the portfolio, ranked #895.

Rothschild Investment LLC first reported a position in USMV in Q3 2023 and has held it in 12 quarters since. The position peaked at $234K in Q3 2023. 950 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Rothschild Investment LLC held 1,844 shares of iShares MSCI USA Min Vol Factor ETF worth $178K as of Q2 2026.
Rothschild Investment LLC 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 Rothschild Investment LLC's portfolio in Q2 2026, its #895 holding.
Rothschild Investment LLC first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2023 and has held it in 12 quarters since.
Rothschild Investment LLC's iShares MSCI USA Min Vol Factor ETF position peaked at $234K in Q3 2023.
950 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.