Flagstar Advisors
USMV icon

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
Q3 		$493K Sell
5,059
-21
-0.4% -$2.08K 0.15% 128
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% -$5.34K 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 $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
Lineweaver Wealth Advisors
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

Flagstar Advisors's USMV Position: Q3 2026 in Review

Flagstar Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.41% in Q3 2026, selling an estimated $2.08K and leaving 5,059 shares worth $493K. The position accounts for 0.15% of the portfolio, ranked #128.

Flagstar Advisors first reported a position in USMV in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.28M in Q3 2021. 595 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Flagstar Advisors held 5,059 shares of iShares MSCI USA Min Vol Factor ETF worth $493K as of Q3 2026.
  • Flagstar Advisors sold 21 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $2.08K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.15% of Flagstar Advisors's portfolio in Q3 2026, its #128 holding.
  • Flagstar Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2021 and has held it in 21 quarters since.
  • Flagstar Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $1.28M in Q3 2021.
  • 595 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Flagstar Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.