Bond & Devick Financial Network’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bond & Devick Financial Network’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	$202K	Buy	+2,090	New	+$198K	0.05%	205
2024 Q1	–	Sell	-2,587	Closed	-$202K	–	147
2023 Q4	$202K	Buy	+2,587	New	+$193K	0.11%	142
2023 Q2	–	Sell	-3,271	Closed	-$238K	–	130
2023 Q1	$238K	Hold	3,271	–	–	0.15%	119
2022 Q4	$236K	Hold	3,271	–	–	0.17%	111
2022 Q3	$216K	Sell	3,271 -139	-4%	-$10K	0.18%	104
2022 Q2	$239K	Hold	3,410	–	–	0.21%	100
2022 Q1	$265K	Sell	3,410 -52	-2%	-$3.94K	0.21%	93
2021 Q4	$280K	Hold	3,462	–	–	0.21%	91
2021 Q3	$254K	Hold	3,462	–	–	0.21%	94
2021 Q2	$255K	Hold	3,462	–	–	0.21%	89
2021 Q1	$240K	Hold	3,462	–	–	0.22%	90
2020 Q4	$235K	Buy	+3,462	New	+$228K	0.27%	85

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bond & Devick Financial Network's USMV Position: Q2 2026 in Review

Bond & Devick Financial Network opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 2,090 shares worth $202K. The stake represents 0.05% of the portfolio and ranks #205 among its holdings. This is a return to the name: Bond & Devick Financial Network previously reported a position in USMV as recently as Q4 2023.

Bond & Devick Financial Network first reported a position in USMV in Q4 2020 and has held it in 12 quarters since. The position peaked at $280K in Q4 2021. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Bond & Devick Financial Network held 2,090 shares of iShares MSCI USA Min Vol Factor ETF worth $202K as of Q2 2026.
iShares MSCI USA Min Vol Factor ETF was a new Bond & Devick Financial Network position in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.05% of Bond & Devick Financial Network's portfolio in Q2 2026, its #205 holding.
Bond & Devick Financial Network first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 12 quarters since.
Bond & Devick Financial Network's iShares MSCI USA Min Vol Factor ETF position peaked at $280K in Q4 2021.
1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.