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

JDM 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 Q1	$40.3K	Buy	435 +52	+14%	+$4.94K	0.02%	114
2025 Q4	$36.1K	Hold	383	–	–	0.01%	116
2025 Q3	$36.4K	Hold	383	–	–	0.02%	109
2025 Q2	$36K	Hold	383	–	–	0.02%	105
2025 Q1	$35.9K	Hold	383	–	–	0.02%	103
2024 Q4	$34K	Hold	383	–	–	0.02%	105
2024 Q3	$35K	Hold	383	–	–	0.02%	105
2024 Q2	$32.2K	Hold	383	–	–	0.02%	98
2024 Q1	$32K	Hold	383	–	–	0.02%	89
2023 Q4	$29.9K	Hold	383	–	–	0.02%	87
2023 Q3	$27.7K	Hold	383	–	–	0.03%	87
2023 Q2	$28.5K	Hold	383	–	–	0.02%	89
2023 Q1	$27.9K	Hold	383	–	–	0.03%	89
2022 Q4	$27.6K	Buy	+383	New	+$27.3K	0.03%	88

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JDM Financial Group's USMV Position: Q1 2026 in Review

JDM Financial Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 14% in Q1 2026, buying an estimated $4.94K and bringing the position to 435 shares worth $40.3K. The position accounts for 0.02% of the portfolio, ranked #114.

JDM Financial Group first reported a position in USMV in Q4 2022 and has held it in 14 quarters since. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

JDM Financial Group held 435 shares of iShares MSCI USA Min Vol Factor ETF worth $40.3K as of Q1 2026.
JDM Financial Group bought 52 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $4.94K.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of JDM Financial Group's portfolio in Q1 2026, its #114 holding.
JDM Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 14 quarters since.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.