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

Howard 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 Q3	–	Sell	-3,789	Closed	-$365K	–	245
2026 Q2	$365K	Buy	+3,789	New	+$360K	0.04%	156
2023 Q3	–	Sell	-3,589	Closed	-$267K	–	155
2023 Q2	$267K	Buy	3,589 +12	+0.3%	+$877	0.06%	116
2023 Q1	$260K	Buy	3,577 +14	+0.4%	+$1.01K	0.06%	112
2022 Q4	$257K	Buy	3,563 +30	+0.8%	+$2.14K	0.07%	111
2022 Q3	$234K	Hold	3,533	–	–	0.08%	109
2022 Q2	$248K	Buy	3,533 +10	+0.3%	+$732	0.08%	100
2022 Q1	$273K	Buy	3,523 +11	+0.3%	+$833	0.08%	100
2021 Q4	$284K	Buy	3,512 +466	+15%	+$36.1K	0.09%	95
2021 Q3	$224K	Buy	3,046 +118	+4%	+$8.99K	0.08%	112
2021 Q2	$216K	Buy	2,928 +20	+0.7%	+$1.44K	0.08%	111
2021 Q1	$201K	Buy	+2,908	New	+$197K	0.09%	115

Other funds holding USMV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Howard Financial Services's USMV Position: Q3 2026 in Review

Howard Financial Services sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2026, closing a stake of 3,789 shares — an estimated $365K sold.

Howard Financial Services first reported a position in USMV in Q1 2021 and held it in 11 quarters. The position peaked at $365K in Q2 2026. 898 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Howard Financial Services reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2026 after selling out during the quarter.
Howard Financial Services sold 3,789 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $365K.
Howard Financial Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2021 and held it in 11 quarters.
Howard Financial Services's iShares MSCI USA Min Vol Factor ETF position peaked at $365K in Q2 2026.
898 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.