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

Independent Financial 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
Q3 		$5.87M Sell
60,290
-3,003
-5% -$298K 0.11% 182
2026
Q2 		$6.11M Sell
63,293
-6,026
-9% -$572K 0.11% 176
2026
Q1 		$6.43M Buy
69,319
+3,357
+5% +$319K 0.14% 146
2025
Q4 		$6.21M Sell
65,962
-46
-0.1% -$4.33K 0.14% 136
2025
Q3 		$6.28M Sell
66,008
-85
-0.1% -$7.96K 0.15% 125
2025
Q2 		$6.2M Buy
66,093
+2,396
+4% +$220K 0.17% 109
2025
Q1 		$5.97M Buy
63,697
+6,695
+12% +$616K 0.21% 94
2024
Q4 		$5.06M Buy
57,002
+2,757
+5% +$253K 0.17% 113
2024
Q3 		$4.95M Sell
54,245
-11,962
-18% -$1.05M 0.18% 105
2024
Q2 		$5.56M Sell
66,207
-39
-0.1% -$3.21K 0.22% 86
2024
Q1 		$5.54M Buy
66,246
+2,547
+4% +$206K 0.25% 81
2023
Q4 		$4.97M Sell
63,699
-3,003
-5% -$224K 0.27% 82
2023
Q3 		$4.83M Buy
66,702
+32,968
+98% +$2.46M 0.31% 60
2023
Q2 		$2.51M Buy
33,734
+4,203
+14% +$307K 0.17% 130
2023
Q1 		$2.15M Buy
29,531
+10,985
+59% +$790K 0.17% 132
2022
Q4 		$1.34M Buy
18,546
+2,011
+12% +$143K 0.11% 182
2022
Q3 		$1.09M Buy
16,535
+3,133
+23% +$226K 0.1% 208
2022
Q2 		$941K Sell
13,402
-1,275
-9% -$93.3K 0.1% 235
2022
Q1 		$1.14M Sell
14,677
-1,382
-9% -$105K 0.09% 217
2021
Q4 		$1.3M Sell
16,059
-1,089
-6% -$84.3K 0.11% 197
2021
Q3 		$1.26M Sell
17,148
-652
-4% -$49.7K 0.13% 165
2021
Q2 		$1.31M Buy
17,800
+143
+0.8% +$10.3K 0.14% 169
2021
Q1 		$1.22M Buy
17,657
+328
+2% +$22.2K 0.16% 158
2020
Q4 		$1.18M Sell
17,329
-8,367
-33% -$551K 0.17% 149
2020
Q3 		$1.64M Sell
25,696
-3,855
-13% -$245K 0.31% 74
2020
Q2 		$1.79M Sell
29,551
-6,034
-17% -$358K 0.39% 53
2020
Q1 		$1.92M Buy
+35,585
New +$2.26M 0.57% 35

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
KIA
Koenig Investment Advisory Ashland, Oregon $137M AUM 8.53% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Independent Financial Group's USMV Position: Q3 2026 in Review

Independent Financial Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 4.7% in Q3 2026, selling an estimated $298K and leaving 60,290 shares worth $5.87M. The position accounts for 0.11% of the portfolio, ranked #182.

Independent Financial Group first reported a position in USMV in Q1 2020 and has held it in 27 quarters since. The position peaked at $6.43M in Q1 2026. 108 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Independent Financial Group held 60,290 shares of iShares MSCI USA Min Vol Factor ETF worth $5.87M as of Q3 2026.
  • Independent Financial Group sold 3,003 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $298K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.11% of Independent Financial Group's portfolio in Q3 2026, its #182 holding.
  • Independent Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2020 and has held it in 27 quarters since.
  • Independent Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $6.43M in Q1 2026.
  • 108 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.