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 Q3	$106K	Buy	1,089 +3	+0.3%	+$297	0.01%	223
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

First Pacific Financial's USMV Position: Q3 2026 in Review

First Pacific Financial increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.28% in Q3 2026, buying an estimated $297 and bringing the position to 1,089 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #223.

First Pacific Financial first reported a position in USMV in Q4 2023 and has held it in 11 quarters since. 843 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

First Pacific Financial held 1,089 shares of iShares MSCI USA Min Vol Factor ETF worth $106K as of Q3 2026.
First Pacific Financial bought 3 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $297.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of First Pacific Financial's portfolio in Q3 2026, its #223 holding.
First Pacific Financial first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
843 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.