RWA Wealth Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

RWA Wealth 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	$22.4M	Buy	241,999 +236,270	+4,124%	+$22.4M	0.25%	60
2025 Q4	$539K	Buy	5,729 +323	+6%	+$30.4K	0.01%	433
2025 Q3	$514K	Sell	5,406 -806	-13%	-$75.5K	0.01%	439
2025 Q2	$583K	Sell	6,212 -119,745	-95%	-$11M	0.01%	407
2025 Q1	$11.8M	Buy	+125,957	New	+$11.6M	0.15%	87
2024 Q4	–	Sell	-142,362	Closed	-$13M	–	596
2024 Q3	$13M	Buy	+142,362	New	+$12.6M	0.16%	84
2021 Q2	–	Sell	-7,123	Closed	-$493K	–	255
2021 Q1	$493K	Buy	+7,123	New	+$482K	0.04%	162
2019 Q4	–	Sell	-4,615	Closed	-$296K	–	242
2019 Q3	$296K	Buy	+4,615	New	+$292K	0.03%	197

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 $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

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

RWA Wealth Partners's USMV Position: Q1 2026 in Review

RWA Wealth Partners increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 4,124% in Q1 2026, buying an estimated $22.4M and bringing the position to 241,999 shares worth $22.4M. The position accounts for 0.25% of the portfolio, ranked #60.

RWA Wealth Partners first reported a position in USMV in Q3 2019 and has held it in 8 quarters since. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

RWA Wealth Partners held 241,999 shares of iShares MSCI USA Min Vol Factor ETF worth $22.4M as of Q1 2026.
RWA Wealth Partners bought 236,270 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $22.4M.
iShares MSCI USA Min Vol Factor ETF made up 0.25% of RWA Wealth Partners's portfolio in Q1 2026, its #60 holding.
RWA Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and has held it in 8 quarters since.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.