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Archford Capital Strategies’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Archford Capital Strategies’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 		$207K Buy
+2,143
New +$203K 0.02% 351
2026
Q1 		– Sell
-2,237
Closed -$211K – 376
2025
Q4 		$211K Hold
2,237
– – 0.02% 326
2025
Q3 		$213K Sell
2,237
-5,678
-72% -$532K 0.03% 311
2025
Q2 		$743K Sell
7,915
-1,878
-19% -$173K 0.1% 182
2025
Q1 		$917K Sell
9,793
-17,773
-64% -$1.64M 0.13% 149
2024
Q4 		$2.45M Buy
27,566
+5,374
+24% +$493K 0.37% 67
2024
Q3 		$2.06M Sell
22,192
-495
-2% -$43.6K 0.31% 81
2024
Q2 		$1.9M Sell
22,687
-29
-0.1% -$2.39K 0.31% 80
2024
Q1 		$1.9M Sell
22,716
-254
-1% -$20.5K 0.32% 83
2023
Q4 		$1.79M Buy
22,970
+7,831
+52% +$584K 0.33% 81
2023
Q3 		$1.1M Buy
15,139
+425
+3% +$31.7K 0.22% 112
2023
Q2 		$1.12M Buy
14,714
+899
+7% +$65.7K 0.21% 117
2023
Q1 		$1.01M Buy
13,815
+1,198
+9% +$86.1K 0.21% 111
2022
Q4 		$910K Buy
12,617
+3,486
+38% +$248K 0.21% 115
2022
Q3 		$604K Buy
9,131
+699
+8% +$50.4K 0.16% 159
2022
Q2 		$592K Buy
8,432
+2,026
+32% +$148K 0.15% 167
2022
Q1 		$500K Buy
6,406
+2,388
+59% +$181K 0.11% 182
2021
Q4 		$325K Sell
4,018
-17
-0.4% -$1.32K 0.07% 231
2021
Q3 		$297K Buy
4,035
+528
+15% +$40.2K 0.07% 249
2021
Q2 		$258K Sell
3,507
-1,685
-32% -$122K 0.06% 263
2021
Q1 		$373K Buy
5,192
+1,237
+31% +$83.6K 0.1% 211
2020
Q4 		$270K Buy
+3,955
New +$260K 0.06% 239

Other funds holding USMV

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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 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

Archford Capital Strategies's USMV Position: Q2 2026 in Review

Archford Capital Strategies opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 2,143 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #351 among its holdings. This is a return to the name: Archford Capital Strategies previously reported a position in USMV as recently as Q4 2025.

Archford Capital Strategies first reported a position in USMV in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.45M in Q4 2024. 494 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Archford Capital Strategies held 2,143 shares of iShares MSCI USA Min Vol Factor ETF worth $207K as of Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF was a new Archford Capital Strategies position in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.02% of Archford Capital Strategies's portfolio in Q2 2026, its #351 holding.
  • Archford Capital Strategies first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 22 quarters since.
  • Archford Capital Strategies's iShares MSCI USA Min Vol Factor ETF position peaked at $2.45M in Q4 2024.
  • 494 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.