Financial Management Network
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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
Q3 		$541K Sell
5,507
-97
-2% -$9.6K 0.08% 128
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
Lineweaver Wealth Advisors
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Financial Management Network's USMV Position: Q3 2026 in Review

Financial Management Network reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.7% in Q3 2026, selling an estimated $9.6K and leaving 5,507 shares worth $541K. The position accounts for 0.08% of the portfolio, ranked #128.

Financial Management Network first reported a position in USMV in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.77M in Q4 2020. 448 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Financial Management Network held 5,507 shares of iShares MSCI USA Min Vol Factor ETF worth $541K as of Q3 2026.
  • Financial Management Network sold 97 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $9.6K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.08% of Financial Management Network's portfolio in Q3 2026, its #128 holding.
  • Financial Management Network first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 24 quarters since.
  • Financial Management Network's iShares MSCI USA Min Vol Factor ETF position peaked at $1.77M in Q4 2020.
  • 448 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.