Financial Management Network’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Financial Management 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	$541K	Buy	5,604 +12	+0.2%	+$1.14K	0.08%	129
2026 Q1	$525K	Sell	5,592 -376	-6%	-$35.7K	0.08%	120
2025 Q4	$559K	Sell	5,968 -195	-3%	-$18.4K	0.09%	116
2025 Q3	$586K	Buy	6,163 +17	+0.3%	+$1.59K	0.1%	115
2025 Q2	$579K	Buy	6,146 +15	+0.2%	+$1.38K	0.1%	106
2025 Q1	$529K	Buy	6,131 +132	+2%	+$12.1K	0.12%	99
2024 Q4	$535K	Sell	5,999 -146	-2%	-$13.4K	0.11%	104
2024 Q3	$560K	Sell	6,145 -179	-3%	-$15.8K	0.12%	103
2024 Q2	$532K	Sell	6,324 -794	-11%	-$65.4K	0.13%	97
2024 Q1	$583K	Sell	7,118 -381	-5%	-$30.7K	0.15%	93
2023 Q4	$584K	Sell	7,499 -192	-2%	-$14.3K	0.17%	82
2023 Q3	$553K	Sell	7,691 -5,584	-42%	-$416K	0.18%	81
2023 Q2	$986K	Sell	13,275 -468	-3%	-$34.2K	0.34%	52
2023 Q1	$1M	Sell	13,743 -1,358	-9%	-$97.6K	0.4%	48
2022 Q4	$1.1M	Sell	15,101 -3,504	-19%	-$249K	0.49%	43
2022 Q3	$1.29M	Sell	18,605 -535	-3%	-$38.6K	0.64%	32
2022 Q2	$1.36M	Sell	19,140 -84	-0.4%	-$6.15K	0.72%	29
2022 Q1	$1.5M	Sell	19,224 -624	-3%	-$47.2K	0.76%	27
2021 Q4	$1.59M	Sell	19,848 -1,745	-8%	-$135K	0.73%	29
2021 Q3	$1.58M	Sell	21,593 -852	-4%	-$64.9K	0.8%	29
2021 Q2	$1.67M	Sell	22,445 -451	-2%	-$32.6K	0.85%	27
2021 Q1	$1.66M	Sell	22,896 -2,389	-9%	-$162K	0.86%	28
2020 Q4	$1.77M	Buy	+25,285	New	+$1.66M	1.09%	21

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

Financial Management Network's USMV Position: Q2 2026 in Review

Financial Management Network increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.21% in Q2 2026, buying an estimated $1.14K and bringing the position to 5,604 shares worth $541K. The position accounts for 0.08% of the portfolio, ranked #129.

Financial Management Network first reported a position in USMV in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.77M in Q4 2020. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Financial Management Network held 5,604 shares of iShares MSCI USA Min Vol Factor ETF worth $541K as of Q2 2026.
Financial Management Network bought 12 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $1.14K.
iShares MSCI USA Min Vol Factor ETF made up 0.08% of Financial Management Network's portfolio in Q2 2026, its #129 holding.
Financial Management Network first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 23 quarters since.
Financial Management Network's iShares MSCI USA Min Vol Factor ETF position peaked at $1.77M in Q4 2020.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Financial Management Network's 13F filing for Q2 2026, filed 6 Aug 2026.