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

Hantz Financial Services’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	$84K	Sell	874 -492	-36%	-$46.7K	﹤0.01%	1448
2026 Q1	$127K	Buy	1,366 +368	+37%	+$35K	﹤0.01%	1192
2025 Q4	$94K	Buy	998 +308	+45%	+$29K	﹤0.01%	1167
2025 Q3	$66K	Buy	+690	New	+$64.6K	﹤0.01%	1134
2025 Q1	–	Sell	-891	Closed	-$79K	–	1981
2024 Q4	$79K	Buy	891 +600	+206%	+$55K	﹤0.01%	629
2024 Q3	$27K	Sell	291 -97	-25%	-$8.55K	﹤0.01%	707
2024 Q2	$33K	Sell	388 -40,677	-99%	-$3.35M	﹤0.01%	697
2024 Q1	$3.43M	Sell	41,065 -2,370	-5%	-$191K	0.07%	265
2023 Q4	$3.39M	Buy	+43,435	New	+$3.24M	0.07%	265
2023 Q2	–	Sell	-493	Closed	-$36K	–	1175
2023 Q1	$36K	Buy	+493	New	+$35.4K	﹤0.01%	654

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Hantz Financial Services's USMV Position: Q2 2026 in Review

Hantz Financial Services reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 36% in Q2 2026, selling an estimated $46.7K and leaving 874 shares worth $84K. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

Hantz Financial Services first reported a position in USMV in Q1 2023 and has held it in 10 quarters since. The position peaked at $3.43M in Q1 2024. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Hantz Financial Services held 874 shares of iShares MSCI USA Min Vol Factor ETF worth $84K as of Q2 2026.
Hantz Financial Services sold 492 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $46.7K.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1448 holding.
Hantz Financial Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2023 and has held it in 10 quarters since.
Hantz Financial Services's iShares MSCI USA Min Vol Factor ETF position peaked at $3.43M in Q1 2024.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.