First Heartland Consultants’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

First Heartland Consultants’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	$3.71M	Buy	38,426 +789	+2%	+$74.9K	0.24%	97
2026 Q1	$3.49M	Buy	37,637 +6,937	+23%	+$659K	0.27%	85
2025 Q4	$2.89M	Sell	30,700 -723	-2%	-$68.1K	0.22%	94
2025 Q3	$2.99M	Buy	31,423 +573	+2%	+$53.7K	0.24%	90
2025 Q2	$2.9M	Buy	30,850 +185	+0.6%	+$17K	0.26%	84
2025 Q1	$2.87M	Buy	30,665 +357	+1%	+$32.9K	0.3%	80
2024 Q4	$2.69M	Sell	30,308 -389	-1%	-$35.7K	0.28%	81
2024 Q3	$2.8M	Sell	30,697 -10,786	-26%	-$951K	0.3%	71
2024 Q2	$3.48K	Sell	41,483 -4,565	-10%	-$376K	0.24%	72
2024 Q1	$3.85M	Sell	46,048 -2,695	-6%	-$217K	0.4%	70
2023 Q4	$3.8M	Sell	48,743 -4,729	-9%	-$353K	0.46%	60
2023 Q3	$3.87M	Sell	53,472 -1,930	-3%	-$144K	0.49%	62
2023 Q2	$4.12M	Buy	55,402 +4,129	+8%	+$302K	0.53%	51
2023 Q1	$3.73M	Sell	51,273 -1,410	-3%	-$101K	0.56%	53
2022 Q4	$3.8M	Sell	52,683 -4,017	-7%	-$286K	0.61%	40
2022 Q3	$3.75K	Buy	56,700 +174	+0.3%	+$12.5K	0.32%	41
2022 Q2	$3.97M	Buy	56,526 +3,143	+6%	+$230K	0.62%	36
2022 Q1	$4.14M	Sell	53,383 -6,887	-11%	-$521K	0.64%	34
2021 Q4	$4.88K	Buy	60,270 +7,602	+14%	+$589K	0.19%	37
2021 Q3	$3.87M	Sell	52,668 -835	-2%	-$63.6K	0.59%	41
2021 Q2	$3.94M	Sell	53,503 -4,187	-7%	-$302K	0.6%	38
2021 Q1	$3.99M	Buy	57,690 +542	+0.9%	+$36.6K	0.63%	44
2020 Q4	$3.88M	Buy	57,148 +3,527	+7%	+$232K	0.64%	41
2020 Q3	$3.42M	Sell	53,621 -10,499	-16%	-$666K	0.65%	41
2020 Q2	$3.89M	Sell	64,120 -7,117	-10%	-$422K	0.77%	34
2020 Q1	$3.85M	Sell	71,237 -14,617	-17%	-$927K	0.99%	25
2019 Q4	$5.63M	Buy	85,854 +4,059	+5%	+$261K	1.11%	21
2019 Q3	$5.24M	Buy	81,795 +2,725	+3%	+$173K	1.13%	20
2019 Q2	$4.88M	Buy	79,070 +2,267	+3%	+$136K	1.17%	17
2019 Q1	$4.47M	Sell	76,803 -1,596	-2%	-$89.4K	1.25%	17
2018 Q4	$4.11M	Sell	78,399 -4,146	-5%	-$228K	1.53%	12
2018 Q3	$4.71M	Sell	82,545 -1,898	-2%	-$106K	1.47%	12
2018 Q2	$4.49M	Sell	84,443 -1,364	-2%	-$71.8K	1.58%	12
2018 Q1	$4.46M	Sell	85,807 -11,544	-12%	-$611K	1.33%	11
2017 Q4	$5.14M	Sell	97,351 -730	-0.7%	-$37.9K	1.55%	12
2017 Q3	$4.94M	Sell	98,081 -5,453	-5%	-$272K	1.2%	11
2017 Q2	$5.07M	Sell	103,534 -1,937	-2%	-$94.3K	1.31%	13
2017 Q1	$5.03M	Sell	105,471 -1,159	-1%	-$54.3K	1.4%	11
2016 Q4	$4.82M	Buy	106,630 +2,497	+2%	+$111K	1.46%	11
2016 Q3	$4.73M	Buy	104,133 +9,150	+10%	+$423K	1.37%	15
2016 Q2	$4.39K	Buy	94,983 +84,926	+844%	+$3.77M	0.48%	11
2016 Q1	$442K	Buy	+10,057	New	+$418K	0.17%	151
2013 Q3	–	Sell	-4,073	Closed	-$133K	–	360
2013 Q2	$133K	Buy	+4,073	New	+$135K	0.08%	219

Other funds holding USMV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

First Heartland Consultants's USMV Position: Q2 2026 in Review

First Heartland Consultants increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.1% in Q2 2026, buying an estimated $74.9K and bringing the position to 38,426 shares worth $3.71M. The position accounts for 0.24% of the portfolio, ranked #97.

First Heartland Consultants first reported a position in USMV in Q2 2013 and has held it in 43 quarters since. The position peaked at $5.63M in Q4 2019. 257 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

First Heartland Consultants held 38,426 shares of iShares MSCI USA Min Vol Factor ETF worth $3.71M as of Q2 2026.
First Heartland Consultants bought 789 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $74.9K.
iShares MSCI USA Min Vol Factor ETF made up 0.24% of First Heartland Consultants's portfolio in Q2 2026, its #97 holding.
First Heartland Consultants first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2013 and has held it in 43 quarters since.
First Heartland Consultants's iShares MSCI USA Min Vol Factor ETF position peaked at $5.63M in Q4 2019.
257 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.