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Hansen & Associates Financial Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Hansen & Associates 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 		$2.63M Buy
26,847
+1,547
+6% +$147K 1.51% 13
2026
Q1 		$2.36M Buy
25,300
+845
+3% +$80.3K 1.27% 8
2025
Q4 		$2.35M Buy
24,455
+2,507
+11% +$236K 1.28% 11
2025
Q3 		$20.7M Buy
+21,948
New +$2.06M 8.67% 3

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

Hansen & Associates Financial Group's USMV Position: Q2 2026 in Review

Hansen & Associates Financial Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 6.1% in Q2 2026, buying an estimated $147K and bringing the position to 26,847 shares worth $2.63M. The position accounts for 1.51% of the portfolio, ranked #13.

Hansen & Associates Financial Group first reported a position in USMV in Q3 2025 and has held it in 4 quarters since. The position peaked at $20.7M in Q3 2025. 950 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Hansen & Associates Financial Group held 26,847 shares of iShares MSCI USA Min Vol Factor ETF worth $2.63M as of Q2 2026.
  • Hansen & Associates Financial Group bought 1,547 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $147K.
  • iShares MSCI USA Min Vol Factor ETF made up 1.51% of Hansen & Associates Financial Group's portfolio in Q2 2026, its #13 holding.
  • Hansen & Associates Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • Hansen & Associates Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $20.7M in Q3 2025.
  • 950 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Hansen & Associates Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.