USMV — ISHARES EDGE MSCI MIN VOL US

Ownership history in Quantbot Technologies LP  ·  14 quarters on record

This page tracks every 13F SEC filing in which Quantbot Technologies LP reported a position in ISHARES EDGE MSCI MIN VOL US (USMV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.37% (2020 Q1)
Avg. % of fund
0.05%
First filed
2019 Q3
Last filed
2025 Q3
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,385 -1,593 -26.6% 0.01% $417K $94.75
2024 Q4 ADDED 5,978 +5,734 +2350.0% 0.02% $531K $87.47
2024 Q2 REDUCED 244 -3,742 -93.9% 0.00% $20K $81.96
2024 Q1 REDUCED 3,986 -6,952 -63.6% 0.02% $333K $81.30
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% of Fund (quarterly)    USMV price (monthly, adj. close)

Other funds also holding USMV

As of 2025 Q4 — sorted by position size

Koenig Investment Advisory, LLC 11.63% Cassia Capital Partners, LLC 3Y 11.59% Legacy Advisory Services, LLC 9.2% Millburn Ridgefield LLC /DE/ 3Y 7Y 8.42% Adaptive Financial Consulting, LLC 3Y 8.16% Fortune Financial Advisors, LLC 7.96% Darrow Company, Inc. 3Y 7.4% Torrey-Payne Wealth Management, LLC 7.34% Catalyst Capital Advisors LLC 3Y 7Y 7.26% Wells Financial Advisors INC 3Y 6.72%
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