Rowlandmiller & Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Rowlandmiller & 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 Q2	$350K	Hold	3,632	–	–	0.06%	126
2026 Q1	$337K	Hold	3,632	–	–	0.07%	123
2025 Q4	$342K	Hold	3,632	–	–	0.07%	128
2025 Q3	$346K	Hold	3,632	–	–	0.07%	126
2025 Q2	$341K	Sell	3,632 -200	-5%	-$18.4K	0.07%	124
2025 Q1	$359K	Hold	3,832	–	–	0.08%	118
2024 Q4	$340K	Hold	3,832	–	–	0.07%	121
2024 Q3	$350K	Hold	3,832	–	–	0.07%	121
2024 Q2	$322K	Hold	3,832	–	–	0.07%	122
2024 Q1	$320K	Hold	3,832	–	–	0.07%	124
2023 Q4	$299K	Hold	3,832	–	–	0.07%	129
2023 Q3	$277K	Hold	3,832	–	–	0.07%	128
2023 Q2	$285K	Hold	3,832	–	–	0.07%	128
2023 Q1	$279K	Hold	3,832	–	–	0.07%	128
2022 Q4	$277K	Hold	3,832	–	–	0.07%	131
2022 Q3	$253K	Hold	3,832	–	–	0.07%	126
2022 Q2	$269K	Hold	3,832	–	–	0.07%	127
2022 Q1	$297K	Hold	3,832	–	–	0.07%	125
2021 Q4	$310K	Hold	3,832	–	–	0.07%	128
2021 Q3	$232K	Hold	3,832	–	–	0.08%	113
2021 Q2	$282K	Hold	3,832	–	–	0.07%	128
2021 Q1	$265K	Hold	3,832	–	–	0.07%	126
2020 Q4	$260K	Hold	3,832	–	–	0.07%	123
2020 Q3	$207K	Hold	3,832	–	–	0.08%	109
2020 Q2	$232K	Hold	3,832	–	–	0.08%	113
2020 Q1	$207K	Buy	+3,832	New	+$243K	0.08%	109

Other funds holding USMV

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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Rowlandmiller & Partners's USMV Position: Q2 2026 in Review

Rowlandmiller & Partners held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 3,632 shares worth $350K. The position accounts for 0.06% of the portfolio, ranked #126.

Rowlandmiller & Partners first reported a position in USMV in Q1 2020 and has held it in 26 quarters since. The position peaked at $359K in Q1 2025. 711 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Rowlandmiller & Partners held 3,632 shares of iShares MSCI USA Min Vol Factor ETF worth $350K as of Q2 2026.
Rowlandmiller & Partners left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.06% of Rowlandmiller & Partners's portfolio in Q2 2026, its #126 holding.
Rowlandmiller & Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2020 and has held it in 26 quarters since.
Rowlandmiller & Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $359K in Q1 2025.
711 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Rowlandmiller & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.