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Frankly Finances’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Frankly Finances’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 		$25.3K Hold
262
– – 0.02% 73
2026
Q1 		$24.3K Hold
262
– – 0.02% 58
2025
Q4 		$24.7K Buy
+262
New +$24.7K 0.02% 57

Other funds holding USMV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Frankly Finances's USMV Position: Q2 2026 in Review

Frankly Finances held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 262 shares worth $25.3K. The position accounts for 0.02% of the portfolio, ranked #73.

Frankly Finances first reported a position in USMV in Q4 2025 and has held it in 3 quarters since. 1,009 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Frankly Finances held 262 shares of iShares MSCI USA Min Vol Factor ETF worth $25.3K as of Q2 2026.
  • Frankly Finances left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.02% of Frankly Finances's portfolio in Q2 2026, its #73 holding.
  • Frankly Finances first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Frankly Finances's 13F filing for Q2 2026, filed 13 Jul 2026.