Greater Midwest Financial Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Greater Midwest Financial Group’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	$749K	Buy	7,768 +24	+0.3%	+$2.28K	0.37%	35
2026 Q1	$718K	Buy	7,744 +33	+0.4%	+$3.13K	0.39%	36
2025 Q4	$726K	Buy	7,711 +31	+0.4%	+$2.92K	0.41%	38
2025 Q3	$731K	Buy	7,680 +30	+0.4%	+$2.81K	0.47%	36
2025 Q2	$718K	Buy	7,650 +27	+0.4%	+$2.48K	0.55%	32
2025 Q1	$714K	Buy	7,623 +27	+0.4%	+$2.48K	0.5%	33
2024 Q4	$674K	Buy	7,596 +35	+0.5%	+$3.21K	0.43%	32
2024 Q3	$690K	Buy	7,561 +34	+0.5%	+$3K	0.41%	37
2024 Q2	$662K	Buy	7,527 +27	+0.4%	+$2.23K	0.42%	34
2024 Q1	$627K	Buy	7,500 +33	+0.4%	+$2.66K	0.39%	38
2023 Q4	$583K	Buy	+7,467	New	+$557K	0.4%	36

Other funds holding USMV

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 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

Greater Midwest Financial Group's USMV Position: Q2 2026 in Review

Greater Midwest Financial Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.31% in Q2 2026, buying an estimated $2.28K and bringing the position to 7,768 shares worth $749K. The position accounts for 0.37% of the portfolio, ranked #35.

Greater Midwest Financial Group first reported a position in USMV in Q4 2023 and has held it in 11 quarters since. 492 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Greater Midwest Financial Group held 7,768 shares of iShares MSCI USA Min Vol Factor ETF worth $749K as of Q2 2026.
Greater Midwest Financial Group bought 24 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $2.28K.
iShares MSCI USA Min Vol Factor ETF made up 0.37% of Greater Midwest Financial Group's portfolio in Q2 2026, its #35 holding.
Greater Midwest Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
492 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Greater Midwest Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.