First Citizens Financial Corp’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

First Citizens Financial Corp’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	$955K	Buy	9,904 +594	+6%	+$56.4K	0.4%	62
2026 Q1	$863K	Buy	9,310 +673	+8%	+$63.9K	0.41%	62
2025 Q4	$813K	Sell	8,637 -99	-1%	-$9.33K	0.4%	65
2025 Q3	$831K	Sell	8,736 -202	-2%	-$18.9K	0.41%	65
2025 Q2	$839K	Buy	8,938 +213	+2%	+$19.6K	0.46%	59
2025 Q1	$817K	Sell	8,725 -591	-6%	-$54.4K	0.46%	53
2024 Q4	$827K	Sell	9,316 -2,693	-22%	-$247K	0.45%	51
2024 Q3	$1.1M	Sell	12,009 -1,694	-12%	-$149K	0.58%	45
2024 Q2	$1.15M	Sell	13,703 -2,532	-16%	-$209K	0.68%	38
2024 Q1	$1.36M	Buy	16,235 +57	+0.4%	+$4.6K	0.81%	32
2023 Q4	$1.26M	Sell	16,178 -3,762	-19%	-$281K	0.81%	32
2023 Q3	$1.44M	Sell	19,940 -88	-0.4%	-$6.56K	1.02%	28
2023 Q2	$1.49M	Buy	+20,028	New	+$1.46M	1.01%	26
2022 Q4	$1.13M	Buy	15,616 +3,459	+28%	+$246K	0.97%	27
2022 Q3	$804K	Buy	12,157 +194	+2%	+$14K	0.79%	27
2022 Q2	$840K	Sell	11,963 -1,138	-9%	-$83.3K	0.74%	30
2022 Q1	$1.02M	Buy	13,101 +2,978	+29%	+$225K	0.76%	31
2021 Q4	$819K	Buy	10,123 +308	+3%	+$23.8K	0.6%	35
2021 Q3	$721K	Buy	9,815 +920	+10%	+$70.1K	0.58%	34
2021 Q2	$655K	Buy	8,895 +1,981	+29%	+$143K	0.5%	39
2021 Q1	$478K	Buy	6,914 +2,071	+43%	+$140K	0.39%	51
2020 Q4	$329K	Buy	4,843 +214	+5%	+$14.1K	0.29%	68
2020 Q3	$295K	Buy	4,629 +96	+2%	+$6.09K	0.29%	71
2020 Q2	$275K	Buy	4,533 +55	+1%	+$3.26K	0.29%	71
2020 Q1	$242K	Hold	4,478	–	–	0.32%	68
2019 Q4	$294K	Buy	+4,478	New	+$288K	0.29%	69

Other funds holding USMV

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

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

First Citizens Financial Corp's USMV Position: Q2 2026 in Review

First Citizens Financial Corp increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 6.4% in Q2 2026, buying an estimated $56.4K and bringing the position to 9,904 shares worth $955K. The position accounts for 0.4% of the portfolio, ranked #62.

First Citizens Financial Corp first reported a position in USMV in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.49M in Q2 2023. 427 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

First Citizens Financial Corp held 9,904 shares of iShares MSCI USA Min Vol Factor ETF worth $955K as of Q2 2026.
First Citizens Financial Corp bought 594 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $56.4K.
iShares MSCI USA Min Vol Factor ETF made up 0.4% of First Citizens Financial Corp's portfolio in Q2 2026, its #62 holding.
First Citizens Financial Corp first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 26 quarters since.
First Citizens Financial Corp's iShares MSCI USA Min Vol Factor ETF position peaked at $1.49M in Q2 2023.
427 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on First Citizens Financial Corp's 13F filing for Q2 2026, filed 7 Jul 2026.