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Houlihan Financial Resource Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Houlihan Financial Resource 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 		$3.79M Buy
39,311
+376
+1% +$35.7K 1.35% 25
2026
Q1 		$3.61M Buy
38,935
+200
+0.5% +$19K 1.41% 23
2025
Q4 		$3.66M Buy
38,735
+22,795
+143% +$2.15M 1.39% 25
2025
Q3 		$1.52M Sell
15,940
-23,040
-59% -$2.16M 1.33% 29
2025
Q2 		$3.64M Sell
38,980
-639
-2% -$58.8K 1.51% 24
2025
Q1 		$3.71M Sell
39,619
-930
-2% -$85.6K 1.67% 22
2024
Q4 		$3.6M Buy
40,549
+65
+0.2% +$5.96K 1.53% 24
2024
Q3 		$3.7M Buy
40,484
+1
+0% +$88 1.53% 25
2024
Q2 		$3.4M Sell
40,483
-10
-0% -$824 2.32% 17
2024
Q1 		$3.38M Sell
40,493
-1,029
-2% -$83K 1.52% 24
2023
Q4 		$3.24M Sell
41,522
-145
-0.3% -$10.8K 1.57% 24
2023
Q3 		$3M Sell
41,667
-999,290
-96% -$74.5M 1.61% 22
2023
Q2 		$76.1M Buy
1,040,957
+998,894
+2,375% +$73M 2.37% 13
2023
Q1 		$3.06M Buy
42,063
+381
+0.9% +$27.4K 1.67% 21
2022
Q4 		$3.01M Sell
41,682
-1,820
-4% -$130K 1.74% 20
2022
Q3 		$3M Buy
+43,502
New +$3.14M 1.83% 21
2020
Q3 		$2.85M Buy
+42,527
New +$2.7M 1.64% 19
2020
Q1 		$2.37M Buy
43,919
+1,221
+3% +$77.5K 2.06% 15
2019
Q4 		$2.8M Buy
+42,698
New +$2.74M 1.81% 17

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Houlihan Financial Resource Group's USMV Position: Q2 2026 in Review

Houlihan Financial Resource Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.97% in Q2 2026, buying an estimated $35.7K and bringing the position to 39,311 shares worth $3.79M. The position accounts for 1.35% of the portfolio, ranked #25.

Houlihan Financial Resource Group first reported a position in USMV in Q4 2019 and has held it in 19 quarters since. The position peaked at $76.1M in Q2 2023. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Houlihan Financial Resource Group held 39,311 shares of iShares MSCI USA Min Vol Factor ETF worth $3.79M as of Q2 2026.
  • Houlihan Financial Resource Group bought 376 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $35.7K.
  • iShares MSCI USA Min Vol Factor ETF made up 1.35% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #25 holding.
  • Houlihan Financial Resource Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 19 quarters since.
  • Houlihan Financial Resource Group's iShares MSCI USA Min Vol Factor ETF position peaked at $76.1M in Q2 2023.
  • 1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.