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Flagstar Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Flagstar Advisors’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 		$490K Buy
5,080
+132
+3% +$12.5K 0.15% 131
2026
Q1 		$459K Buy
4,948
+543
+12% +$51.6K 0.17% 116
2025
Q4 		$415K Buy
4,405
+22
+0.5% +$2.07K 0.14% 125
2025
Q3 		$417K Sell
4,383
-1,634
-27% -$153K 0.13% 131
2025
Q2 		$565K Sell
6,017
-272
-4% -$25K 0.16% 117
2025
Q1 		$589K Buy
6,289
+131
+2% +$12.1K 0.15% 123
2024
Q4 		$547K Sell
6,158
-117
-2% -$10.7K 0.14% 127
2024
Q3 		$573K Buy
6,275
+22
+0.4% +$1.94K 0.15% 118
2024
Q2 		$525K Buy
6,253
+42
+0.7% +$3.46K 0.14% 120
2024
Q1 		$519K Buy
6,211
+524
+9% +$42.3K 0.14% 121
2023
Q4 		$444K Buy
5,687
+265
+5% +$19.8K 0.14% 123
2023
Q3 		$395K Sell
5,422
-562
-9% -$41.9K 0.15% 116
2023
Q2 		$445K Sell
5,984
-2,981
-33% -$218K 0.17% 110
2023
Q1 		$652K Sell
8,965
-2,779
-24% -$200K 0.24% 87
2022
Q4 		$847K Buy
11,744
+407
+4% +$29K 0.3% 74
2022
Q3 		$749K Sell
11,337
-74
-0.6% -$5.33K 0.28% 73
2022
Q2 		$801K Sell
11,411
-66
-0.6% -$4.83K 0.3% 70
2022
Q1 		$889K Buy
11,477
+50
+0.4% +$3.79K 0.28% 69
2021
Q4 		$924K Sell
11,427
-5,977
-34% -$463K 0.28% 69
2021
Q3 		$1.28M Buy
+17,404
New +$1.33M 0.43% 57

Other funds holding USMV

Wealth Enhancement Advisory Services
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Cambridge Investment Research Advisors
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

Flagstar Advisors's USMV Position: Q2 2026 in Review

Flagstar Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.7% in Q2 2026, buying an estimated $12.5K and bringing the position to 5,080 shares worth $490K. The position accounts for 0.15% of the portfolio, ranked #131.

Flagstar Advisors first reported a position in USMV in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.28M in Q3 2021. 641 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Flagstar Advisors held 5,080 shares of iShares MSCI USA Min Vol Factor ETF worth $490K as of Q2 2026.
  • Flagstar Advisors bought 132 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $12.5K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.15% of Flagstar Advisors's portfolio in Q2 2026, its #131 holding.
  • Flagstar Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2021 and has held it in 20 quarters since.
  • Flagstar Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $1.28M in Q3 2021.
  • 641 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Flagstar Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.