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Stone House Investment Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Stone House Investment Management’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 		$378K Buy
4,075
+53
+1% +$5.03K 0.07% 48
2025
Q4 		$379K Buy
4,022
+48
+1% +$4.52K 0.06% 52
2025
Q3 		$378K Buy
3,974
+26
+0.7% +$2.44K 0.06% 53
2025
Q2 		$371K Buy
3,948
+978
+33% +$90K 0.07% 51
2025
Q1 		$278K Buy
+2,970
New +$273K 0.06% 49
2024
Q4 		– Sell
-504
Closed -$46K – 340
2024
Q3 		$46K Hold
504
– – 0.01% 129
2024
Q2 		$42.3K Sell
504
-7,063
-93% -$582K 0.01% 136
2024
Q1 		$632K Sell
7,567
-10,463
-58% -$844K 0.15% 35
2023
Q4 		$1.41M Sell
18,030
-35,961
-67% -$2.68M 0.49% 23
2023
Q3 		$3.91M Sell
53,991
-7,284
-12% -$543K 1.36% 18
2023
Q2 		$4.55M Buy
61,275
+4,134
+7% +$302K 1.65% 14
2023
Q1 		$4.16M Buy
57,141
+15,590
+38% +$1.12M 1.41% 15
2022
Q4 		$3M Buy
41,551
+2,790
+7% +$199K 1.07% 18
2022
Q3 		$2.56M Sell
38,761
-1,928
-5% -$139K 1.19% 17
2022
Q2 		$2.86M Buy
40,689
+396
+1% +$29K 1.29% 17
2022
Q1 		$3.13M Buy
40,293
+3,533
+10% +$268K 1.06% 18
2021
Q4 		$2.97M Buy
+36,760
New +$2.85M 1.02% 19
2021
Q2 		– Sell
-39,946
Closed -$2.71M – 49
2021
Q1 		$2.71M Hold
39,946
– – 1.37% 19
2020
Q4 		$2.71M Buy
39,946
+1,249
+3% +$82.2K 1.37% 19
2020
Q3 		$2.47M Buy
38,697
+274
+0.7% +$17.4K 1% 24
2020
Q2 		$2.33M Sell
38,423
-27,539
-42% -$1.63M 1.17% 23
2020
Q1 		$3.56M Buy
65,962
+6,476
+11% +$411K 2.08% 14
2019
Q4 		$3.9M Sell
59,486
-45,352
-43% -$2.91M 2.85% 13
2019
Q3 		$6.72M Buy
104,838
+37,035
+55% +$2.35M 3.35% 9
2019
Q2 		$4.18M Sell
67,803
-4,653
-6% -$279K 2.19% 17
2019
Q1 		$4.26M Buy
72,456
+11,226
+18% +$629K 2.22% 17
2018
Q4 		$3.21M Sell
61,230
-243
-0.4% -$13.4K 2.03% 16
2018
Q3 		$3.51M Buy
61,473
+2,986
+5% +$166K 2.01% 18
2018
Q2 		$3.11M Buy
58,487
+1,061
+2% +$55.8K 1.98% 19
2018
Q1 		$2.98M Buy
57,426
+2,673
+5% +$141K 1.94% 19
2017
Q4 		$2.89M Sell
54,753
-15,907
-23% -$825K 1.96% 16
2017
Q3 		$3.56M Buy
70,660
+27,713
+65% +$1.38M 2.53% 13
2017
Q2 		$2.1M Buy
42,947
+4,104
+11% +$200K 1.51% 16
2017
Q1 		$1.85M Sell
38,843
-22,245
-36% -$1.04M 1.39% 19
2016
Q4 		$2.76M Buy
+61,088
New +$2.73M 2.32% 14

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stone House Investment Management's USMV Position: Q1 2026 in Review

Stone House Investment Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.3% in Q1 2026, buying an estimated $5.03K and bringing the position to 4,075 shares worth $378K. The position accounts for 0.07% of the portfolio, ranked #48.

Stone House Investment Management first reported a position in USMV in Q4 2016 and has held it in 35 quarters since. The position peaked at $6.72M in Q3 2019. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Stone House Investment Management held 4,075 shares of iShares MSCI USA Min Vol Factor ETF worth $378K as of Q1 2026.
  • Stone House Investment Management bought 53 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $5.03K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.07% of Stone House Investment Management's portfolio in Q1 2026, its #48 holding.
  • Stone House Investment Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2016 and has held it in 35 quarters since.
  • Stone House Investment Management's iShares MSCI USA Min Vol Factor ETF position peaked at $6.72M in Q3 2019.
  • 1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.