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 Q2	$42K	Hold	435	–	–	0.01%	117
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 $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

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

JDM Financial Group held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 435 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #117.

JDM Financial Group first reported a position in USMV in Q4 2022 and has held it in 15 quarters since. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

JDM Financial Group held 435 shares of iShares MSCI USA Min Vol Factor ETF worth $42K as of Q2 2026.
JDM Financial Group left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of JDM Financial Group's portfolio in Q2 2026, its #117 holding.
JDM Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.