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 Q2	$365K	Buy	+3,789	New	+$360K	0.04%	175
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%	+$2.13K	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%	+$1.45K	0.08%	111
2021 Q1	$201K	Buy	+2,908	New	+$197K	0.09%	115

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

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

Howard Financial Services opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 3,789 shares worth $365K. The stake represents 0.04% of the portfolio and ranks #175 among its holdings. This is a return to the name: Howard Financial Services previously reported a position in USMV as recently as Q2 2023.

Howard Financial Services first reported a position in USMV in Q1 2021 and has held it in 11 quarters since. 1,377 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Howard Financial Services held 3,789 shares of iShares MSCI USA Min Vol Factor ETF worth $365K as of Q2 2026.
iShares MSCI USA Min Vol Factor ETF was a new Howard Financial Services position in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.04% of Howard Financial Services's portfolio in Q2 2026, its #175 holding.
Howard Financial Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2021 and has held it in 11 quarters since.
1,377 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.