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Farther Finance Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Farther Finance Advisors’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 		$3.72M Buy
38,536
+685
+2% +$65K 0.03% 498
2026
Q1 		$3.51M Sell
37,851
-2,447
-6% -$232K 0.03% 450
2025
Q4 		$3.79M Buy
40,298
+10,355
+35% +$975K 0.04% 380
2025
Q3 		$2.85M Sell
29,943
-409
-1% -$38.3K 0.04% 338
2025
Q2 		$2.85M Sell
30,352
-5,545
-15% -$510K 0.06% 277
2025
Q1 		$3.36M Buy
35,897
+17,080
+91% +$1.57M 0.09% 213
2024
Q4 		$1.67M Buy
18,817
+4,512
+32% +$414K 0.06% 251
2024
Q3 		$1.31M Sell
14,305
-1,045
-7% -$92.1K 0.05% 283
2024
Q2 		$1.29M Sell
15,350
-10,382
-40% -$855K 0.06% 240
2024
Q1 		$2.14M Sell
25,732
-10,181
-28% -$821K 0.13% 134
2023
Q4 		$2.8M Sell
35,913
-5,869
-14% -$438K 0.2% 96
2023
Q3 		$3.02M Buy
41,782
+8,156
+24% +$608K 0.47% 40
2023
Q2 		$2.5M Buy
33,626
+6,313
+23% +$461K 0.55% 36
2023
Q1 		$1.99M Buy
27,313
+9,845
+56% +$708K 0.58% 30
2022
Q4 		$1.26M Buy
+17,468
New +$1.24M 0.49% 35

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Farther Finance Advisors's USMV Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.8% in Q2 2026, buying an estimated $65K and bringing the position to 38,536 shares worth $3.72M. The position accounts for 0.03% of the portfolio, ranked #498.

Farther Finance Advisors first reported a position in USMV in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.79M in Q4 2025. 426 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Farther Finance Advisors held 38,536 shares of iShares MSCI USA Min Vol Factor ETF worth $3.72M as of Q2 2026.
  • Farther Finance Advisors bought 685 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $65K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.03% of Farther Finance Advisors's portfolio in Q2 2026, its #498 holding.
  • Farther Finance Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $3.79M in Q4 2025.
  • 426 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.