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Beacon Financial Strategies’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Beacon Financial 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 		$41.5K Buy
+430
New +$40.8K 0.02% 106

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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
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 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

Beacon Financial Strategies's USMV Position: Q2 2026 in Review

Beacon Financial Strategies opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 430 shares worth $41.5K. The stake represents 0.02% of the portfolio and ranks #106 among its holdings.

233 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Beacon Financial Strategies held 430 shares of iShares MSCI USA Min Vol Factor ETF worth $41.5K as of Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF was a new Beacon Financial Strategies position in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.02% of Beacon Financial Strategies's portfolio in Q2 2026, its #106 holding.
  • 233 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.