Financial Life Planners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Financial Life Planners’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	$4.21K	Hold	44	–	–	﹤0.01%	271
2026 Q1	$4.04K	Buy	+44	New	+$4.18K	﹤0.01%	278
2025 Q4	–	Sell	-43	Closed	-$4.11K	–	311
2025 Q3	$4.11K	Buy	+43	New	+$4.03K	﹤0.01%	281
2025 Q1	–	Sell	-43	Closed	-$3.79K	–	362
2024 Q4	$3.79K	Buy	+43	New	+$3.94K	﹤0.01%	304

Other funds holding USMV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Financial Life Planners's USMV Position: Q2 2026 in Review

Financial Life Planners held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 44 shares worth $4.21K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Financial Life Planners first reported a position in USMV in Q4 2024 and has held it in 4 quarters since. 950 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Financial Life Planners held 44 shares of iShares MSCI USA Min Vol Factor ETF worth $4.21K as of Q2 2026.
Financial Life Planners left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #271 holding.
Financial Life Planners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 4 quarters since.
950 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.