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 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 $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hantz Financial Services's USMV Position: Q1 2026 in Review

Hantz Financial Services increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 37% in Q1 2026, buying an estimated $35K and bringing the position to 1,366 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

Hantz Financial Services first reported a position in USMV in Q1 2023 and has held it in 9 quarters since. The position peaked at $3.43M in Q1 2024. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Hantz Financial Services held 1,366 shares of iShares MSCI USA Min Vol Factor ETF worth $127K as of Q1 2026.
Hantz Financial Services bought 368 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $35K.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Hantz Financial Services's portfolio in Q1 2026, its #1192 holding.
Hantz Financial Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2023 and has held it in 9 quarters since.
Hantz Financial Services's iShares MSCI USA Min Vol Factor ETF position peaked at $3.43M in Q1 2024.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.