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Arkansas Financial Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Arkansas Financial Group’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 		$3.9M Sell
40,459
-1,005
-2% -$95.4K 0.51% 36
2026
Q1 		$3.9M Hold
41,464
– – 0.54% 35
2025
Q4 		$3.9M Sell
41,464
-513
-1% -$48.3K 0.56% 33
2025
Q3 		$3.99M Sell
41,977
-311
-0.7% -$29.1K 0.59% 34
2025
Q2 		$3.97M Sell
42,288
-1,648
-4% -$152K 0.62% 33
2025
Q1 		$3.89M Sell
43,936
-1,191
-3% -$110K 0.67% 30
2024
Q4 		$4.01M Sell
45,127
-311
-0.7% -$28.5K 0.65% 31
2024
Q3 		$4.15M Sell
45,438
-9,654
-18% -$851K 0.68% 29
2024
Q2 		$4.63M Sell
55,092
-17,267
-24% -$1.42M 0.82% 28
2024
Q1 		$6.05M Sell
72,359
-2,906
-4% -$234K 1.06% 26
2023
Q4 		$5.87M Sell
75,265
-7,745
-9% -$578K 1.09% 25
2023
Q3 		$6.01M Sell
83,010
-1,121
-1% -$83.6K 1.22% 21
2023
Q2 		$6.25M Sell
84,131
-1,138
-1% -$83.2K 1.25% 20
2023
Q1 		$6.2M Sell
85,269
-612
-0.7% -$44K 1.29% 20
2022
Q4 		$6.19M Sell
85,881
-286
-0.3% -$20.4K 1.36% 18
2022
Q3 		$5.7M Sell
86,167
-260
-0.3% -$18.7K 1.35% 17
2022
Q2 		$6.07M Sell
86,427
-334
-0.4% -$24.5K 1.38% 17
2022
Q1 		$6.73M Sell
86,761
-3,547
-4% -$269K 1.39% 17
2021
Q4 		$7.31M Sell
90,308
-34,851
-28% -$2.7M 1.47% 17
2021
Q3 		$9.2M Buy
125,159
+510
+0.4% +$38.8K 2.02% 12
2021
Q2 		$9.18M Buy
124,649
+2,256
+2% +$163K 2.08% 11
2021
Q1 		$8.47M Buy
122,393
+6,118
+5% +$414K 2.03% 12
2020
Q4 		$7.89M Buy
116,275
+12,106
+12% +$797K 2.01% 11
2020
Q3 		$6.64M Buy
104,169
+8,604
+9% +$546K 1.95% 11
2020
Q2 		$5.79M Buy
95,565
+6,084
+7% +$361K 1.83% 11
2020
Q1 		$4.83M Buy
89,481
+15,980
+22% +$1.01M 1.8% 12
2019
Q4 		$4.82M Buy
73,501
+3,033
+4% +$195K 1.6% 12
2019
Q3 		$4.52M Buy
70,468
+12,670
+22% +$803K 1.6% 13
2019
Q2 		$3.57M Buy
57,798
+3,666
+7% +$220K 1.32% 13
2019
Q1 		$3.18M Buy
54,132
+5,928
+12% +$332K 1.22% 13
2018
Q4 		$2.53M Buy
48,204
+4,096
+9% +$225K 1.06% 12
2018
Q3 		$2.52M Buy
44,108
+9,992
+29% +$557K 1% 12
2018
Q2 		$1.81M Buy
34,116
+4,095
+14% +$215K 0.76% 12
2018
Q1 		$1.56M Buy
30,021
+4,278
+17% +$226K 0.66% 12
2017
Q4 		$1.36M Buy
25,743
+2,328
+10% +$121K 0.57% 12
2017
Q3 		$1.18M Buy
23,415
+12,505
+115% +$624K 0.53% 12
2017
Q2 		$534K Buy
10,910
+1,174
+12% +$57.2K 0.25% 16
2017
Q1 		$465K Buy
9,736
+4,563
+88% +$214K 0.22% 17
2016
Q4 		$234K Buy
+5,173
New +$231K 0.12% 19

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Arkansas Financial Group's USMV Position: Q2 2026 in Review

Arkansas Financial Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.4% in Q2 2026, selling an estimated $95.4K and leaving 40,459 shares worth $3.9M. The position accounts for 0.51% of the portfolio, ranked #36.

Arkansas Financial Group first reported a position in USMV in Q4 2016 and has held it in 39 quarters since. The position peaked at $9.2M in Q3 2021. 711 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Arkansas Financial Group held 40,459 shares of iShares MSCI USA Min Vol Factor ETF worth $3.9M as of Q2 2026.
  • Arkansas Financial Group sold 1,005 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $95.4K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.51% of Arkansas Financial Group's portfolio in Q2 2026, its #36 holding.
  • Arkansas Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2016 and has held it in 39 quarters since.
  • Arkansas Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $9.2M in Q3 2021.
  • 711 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Arkansas Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.