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

First Pacific Financial’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	$105K	Buy	1,086 +4	+0.4%	+$380	0.01%	206
2026 Q1	$100K	Buy	1,082 +4	+0.4%	+$380	0.01%	196
2025 Q4	$101K	Buy	1,078 +5	+0.5%	+$471	0.01%	195
2025 Q3	$102K	Buy	1,073 +4	+0.4%	+$375	0.01%	197
2025 Q2	$100K	Hold	1,069	–	–	0.01%	202
2025 Q1	$100K	Hold	1,069	–	–	0.02%	166
2024 Q4	$94.9K	Hold	1,069	–	–	0.02%	178
2024 Q3	$97.6K	Buy	+1,069	New	+$94.2K	0.02%	165
2024 Q2	–	Sell	-9	Closed	-$753	–	477
2024 Q1	$753	Sell	9 -24	-73%	-$1.94K	﹤0.01%	404
2023 Q4	$2.58K	Buy	+33	New	+$2.46K	﹤0.01%	300

Other funds holding USMV

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

First Pacific Financial's USMV Position: Q2 2026 in Review

First Pacific Financial increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.37% in Q2 2026, buying an estimated $380 and bringing the position to 1,086 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #206.

First Pacific Financial first reported a position in USMV in Q4 2023 and has held it in 10 quarters since. 577 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

First Pacific Financial held 1,086 shares of iShares MSCI USA Min Vol Factor ETF worth $105K as of Q2 2026.
First Pacific Financial bought 4 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $380.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of First Pacific Financial's portfolio in Q2 2026, its #206 holding.
First Pacific Financial first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 10 quarters since.
577 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.