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

Friedenthal 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 		$2.09M Buy
21,703
+454
+2% +$43.1K 0.97% 25
2026
Q1 		$1.97M Buy
21,249
+404
+2% +$38.4K 0.99% 24
2025
Q4 		$1.96M Sell
20,845
-776
-4% -$73.1K 1.01% 25
2025
Q3 		$2.06M Sell
21,621
-70
-0.3% -$6.56K 1.06% 23
2025
Q2 		$2.04M Sell
21,691
-277
-1% -$25.5K 1.12% 23
2025
Q1 		$2.06M Sell
21,968
-2,220
-9% -$204K 1.23% 20
2024
Q4 		$2.15M Sell
24,188
-172
-0.7% -$15.8K 1.26% 18
2024
Q3 		$2.22M Hold
24,360
– – 1.3% 17
2024
Q2 		$2.05M Sell
24,360
-2,180
-8% -$180K 1.28% 19
2024
Q1 		$2.22M Sell
26,540
-2,880
-10% -$232K 1.36% 17
2023
Q4 		$2.3M Sell
29,420
-1,093
-4% -$81.6K 1.5% 16
2023
Q3 		$2.21M Sell
30,513
-294
-1% -$21.9K 1.5% 18
2023
Q2 		$2.29M Sell
30,807
-227
-0.7% -$16.6K 1.53% 18
2023
Q1 		$2.26M Buy
31,034
+78
+0.3% +$5.61K 1.59% 16
2022
Q4 		$2.23M Sell
30,956
-266
-0.9% -$18.9K 1.55% 15
2022
Q3 		$2.06M Sell
31,222
-294
-0.9% -$21.2K 1.44% 26
2022
Q2 		$2.21M Sell
31,516
-453
-1% -$33.2K 1.45% 23
2022
Q1 		$2.48M Sell
31,969
-226
-0.7% -$17.1K 1.47% 21
2021
Q4 		$2.6M Sell
32,195
-88,628
-73% -$6.86M 1.62% 23
2021
Q3 		$8.88M Buy
120,823
+83,006
+219% +$6.32M 5.25% 4
2021
Q2 		$2.78M Buy
37,817
+7,738
+26% +$559K 1.67% 22
2021
Q1 		$2.08M Sell
30,079
-4,575
-13% -$309K 1.53% 22
2020
Q4 		$2.33M Sell
34,654
-18,023
-34% -$1.19M 1.74% 21
2020
Q3 		$3.36M Sell
52,677
-18,305
-26% -$1.16M 2.69% 19
2020
Q2 		$4.3M Sell
70,982
-15,589
-18% -$925K 3.69% 12
2020
Q1 		$4.68M Sell
86,571
-16,285
-16% -$1.03M 4.45% 4
2019
Q4 		$6.75M Sell
102,856
-67,763
-40% -$4.35M 5.14% 3
2019
Q3 		$10.9M Buy
170,619
+2,026
+1% +$128K 8.59% 2
2019
Q2 		$10.4M Buy
168,593
+75,000
+80% +$4.5M 8.93% 1
2019
Q1 		$5.5M Buy
93,593
+3,126
+3% +$175K 4.71% 6
2018
Q4 		$4.74M Sell
90,467
-1,709
-2% -$93.9K 4.44% 6
2018
Q3 		$5.26M Buy
92,176
+2,760
+3% +$154K 4.34% 3
2018
Q2 		$4.75M Buy
89,416
+4,508
+5% +$237K 4.1% 5
2018
Q1 		$4.41M Buy
84,908
+4,468
+6% +$236K 3.75% 6
2017
Q4 		$4.25M Buy
80,440
+1,217
+2% +$63.1K 3.74% 6
2017
Q3 		$3.99M Buy
79,223
+3,956
+5% +$197K 3.59% 9
2017
Q2 		$3.68M Buy
75,267
+4,514
+6% +$220K 3.42% 16
2017
Q1 		$3.38M Buy
70,753
+3,183
+5% +$149K 3.13% 15
2016
Q4 		$3.06M Buy
67,570
+21,789
+48% +$972K 2.79% 15
2016
Q3 		$2.08M Buy
45,781
+7,490
+20% +$347K 1.82% 18
2016
Q2 		$1.77M Buy
38,291
+24,821
+184% +$1.1M 1.53% 17
2016
Q1 		$563K Hold
13,470
– – 0.52% 24
2015
Q4 		$563K Buy
+13,470
New +$561K 0.51% 24

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

Friedenthal Financial's USMV Position: Q2 2026 in Review

Friedenthal Financial increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.1% in Q2 2026, buying an estimated $43.1K and bringing the position to 21,703 shares worth $2.09M. The position accounts for 0.97% of the portfolio, ranked #25.

Friedenthal Financial first reported a position in USMV in Q4 2015 and has held it in 43 quarters since. The position peaked at $10.9M in Q3 2019. 299 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Friedenthal Financial held 21,703 shares of iShares MSCI USA Min Vol Factor ETF worth $2.09M as of Q2 2026.
  • Friedenthal Financial bought 454 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $43.1K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.97% of Friedenthal Financial's portfolio in Q2 2026, its #25 holding.
  • Friedenthal Financial first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2015 and has held it in 43 quarters since.
  • Friedenthal Financial's iShares MSCI USA Min Vol Factor ETF position peaked at $10.9M in Q3 2019.
  • 299 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Friedenthal Financial's 13F filing for Q2 2026, filed 13 Jul 2026.