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Anderson Hoagland & Co’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Anderson Hoagland & Co’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 		$20.6M Buy
213,114
+2,886
+1% +$274K 1.61% 18
2026
Q1 		$19.5M Buy
210,228
+28,637
+16% +$2.72M 1.68% 17
2025
Q4 		$17.1M Buy
181,591
+7,254
+4% +$683K 1.47% 17
2025
Q3 		$16.6M Buy
174,337
+38,980
+29% +$3.65M 1.49% 17
2025
Q2 		$12.7M Sell
135,357
-42
-0% -$3.87K 1.21% 22
2025
Q1 		$11.6M Sell
135,399
-110
-0.1% -$10.1K 1.37% 21
2024
Q4 		$12.2M Sell
135,509
-7,720
-5% -$708K 1.25% 21
2024
Q3 		$13M Sell
143,229
-1,850
-1% -$163K 1.33% 18
2024
Q2 		$12.2M Buy
145,079
+4,469
+3% +$368K 1.28% 21
2024
Q1 		$11.5M Buy
140,610
+1,270
+0.9% +$102K 1.29% 21
2023
Q4 		$10.9M Buy
139,340
+2,721
+2% +$203K 1.34% 24
2023
Q3 		$9.89M Buy
136,619
+10,610
+8% +$791K 1.32% 22
2023
Q2 		$9.37M Buy
126,009
+9,575
+8% +$700K 1.2% 23
2023
Q1 		$8.47M Buy
116,434
+2,170
+2% +$156K 1.22% 23
2022
Q4 		$8.18M Sell
114,264
-3,455
-3% -$246K 1.19% 24
2022
Q3 		$7.78M Sell
117,719
-45,076
-28% -$3.25M 1.25% 24
2022
Q2 		$11.7M Sell
162,795
-9,642
-6% -$706K 1.75% 18
2022
Q1 		$13.4M Buy
172,437
+7,292
+4% +$552K 1.72% 17
2021
Q4 		$12.5M Buy
165,145
+91,702
+125% +$7.1M 1.64% 18
2021
Q3 		$5.4M Buy
73,443
+6,262
+9% +$477K 0.69% 39
2021
Q2 		$4.95M Sell
67,181
-2,691
-4% -$194K 0.63% 46
2021
Q1 		$4.83M Sell
69,872
-2,154
-3% -$146K 0.68% 44
2020
Q4 		$4.89M Buy
+72,026
New +$4.74M 0.78% 40

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return

Anderson Hoagland & Co's USMV Position: Q2 2026 in Review

Anderson Hoagland & Co increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.4% in Q2 2026, buying an estimated $274K and bringing the position to 213,114 shares worth $20.6M. The position accounts for 1.61% of the portfolio, ranked #18.

Anderson Hoagland & Co first reported a position in USMV in Q4 2020 and has held it in 23 quarters since. 257 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Anderson Hoagland & Co held 213,114 shares of iShares MSCI USA Min Vol Factor ETF worth $20.6M as of Q2 2026.
  • Anderson Hoagland & Co bought 2,886 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $274K.
  • iShares MSCI USA Min Vol Factor ETF made up 1.61% of Anderson Hoagland & Co's portfolio in Q2 2026, its #18 holding.
  • Anderson Hoagland & Co first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • 257 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Anderson Hoagland & Co's 13F filing for Q2 2026, filed 6 Jul 2026.