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 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

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

Independent Financial Group's USMV Position: Q2 2026 in Review

Independent Financial Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 8.7% in Q2 2026, selling an estimated $572K and leaving 63,293 shares worth $6.11M. The position accounts for 0.11% of the portfolio, ranked #176.

Independent Financial Group first reported a position in USMV in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.43M in Q1 2026. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Independent Financial Group held 63,293 shares of iShares MSCI USA Min Vol Factor ETF worth $6.11M as of Q2 2026.
Independent Financial Group sold 6,026 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $572K.
iShares MSCI USA Min Vol Factor ETF made up 0.11% of Independent Financial Group's portfolio in Q2 2026, its #176 holding.
Independent Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2020 and has held it in 26 quarters since.
Independent Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $6.43M in Q1 2026.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.