Econ Financial Services
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Econ Financial Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Econ Financial Services’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
Q3 		$345K Sell
3,540
-26,914
-88% -$2.67M 0.14% 76
2026
Q2 		$2.94M Buy
+30,454
New +$2.89M 1.37% 30

Other funds holding USMV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Econ Financial Services's USMV Position: Q3 2026 in Review

Econ Financial Services reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 88% in Q3 2026, selling an estimated $2.67M and leaving 3,540 shares worth $345K. The position accounts for 0.14% of the portfolio, ranked #76.

Econ Financial Services first reported a position in USMV in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.94M in Q2 2026. 853 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Econ Financial Services held 3,540 shares of iShares MSCI USA Min Vol Factor ETF worth $345K as of Q3 2026.
  • Econ Financial Services sold 26,914 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $2.67M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.14% of Econ Financial Services's portfolio in Q3 2026, its #76 holding.
  • Econ Financial Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2026 and has held it in 2 quarters since.
  • Econ Financial Services's iShares MSCI USA Min Vol Factor ETF position peaked at $2.94M in Q2 2026.
  • 853 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.