JNBA Financial Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

JNBA Financial Advisors’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	$104K	Hold	1,082	–	–	0.01%	240
2026 Q1	$100K	Hold	1,082	–	–	0.01%	237
2025 Q4	$102K	Hold	1,082	–	–	0.01%	238
2025 Q3	$103K	Hold	1,082	–	–	0.01%	228
2025 Q2	$102K	Hold	1,082	–	–	0.01%	219
2025 Q1	$101K	Buy	1,082 +232	+27%	+$21.4K	0.01%	217
2024 Q4	$75.5K	Hold	850	–	–	0.01%	243
2024 Q3	$77.6K	Hold	850	–	–	0.01%	250
2024 Q2	$71.4K	Hold	850	–	–	0.01%	254
2024 Q1	$71K	Hold	850	–	–	0.01%	259
2023 Q4	$66.3K	Hold	850	–	–	0.01%	261
2023 Q3	$61.5K	Hold	850	–	–	0.01%	262
2023 Q2	$63.2K	Hold	850	–	–	0.01%	265
2023 Q1	$61.8K	Hold	850	–	–	0.01%	267
2022 Q4	$61.3K	Hold	850	–	–	0.01%	263
2022 Q3	$56K	Hold	850	–	–	0.01%	263
2022 Q2	$60K	Hold	850	–	–	0.01%	262
2022 Q1	$66K	Sell	850 -93	-10%	-$7.04K	0.01%	263
2021 Q4	$76K	Buy	943 +93	+11%	+$7.2K	0.01%	258
2021 Q3	$62K	Hold	850	–	–	0.01%	271
2021 Q2	$63K	Hold	850	–	–	0.01%	268
2021 Q1	$59K	Hold	850	–	–	0.01%	265
2020 Q4	$58K	Hold	850	–	–	0.01%	250
2020 Q3	$54K	Hold	850	–	–	0.01%	234
2020 Q2	$52K	Hold	850	–	–	0.01%	234
2020 Q1	$46K	Sell	850 -49	-5%	-$3.11K	0.01%	230
2019 Q4	$59K	Hold	899	–	–	0.01%	229
2019 Q3	$58K	Hold	899	–	–	0.01%	217
2019 Q2	$55K	Sell	899 -57	-6%	-$3.42K	0.01%	231
2019 Q1	$56K	Buy	956 +106	+12%	+$5.94K	0.01%	215
2018 Q4	$45K	Buy	+850	New	+$46.7K	0.01%	214
2018 Q3	–	Sell	-850	Closed	-$45K	–	706
2018 Q2	$45K	Hold	850	–	–	0.01%	235
2018 Q1	$44K	Hold	850	–	–	0.01%	235
2017 Q4	$45K	Hold	850	–	–	0.01%	231
2017 Q3	$43K	Hold	850	–	–	0.01%	223
2017 Q2	$42K	Hold	850	–	–	0.01%	221
2017 Q1	$41K	Hold	850	–	–	0.01%	219
2016 Q4	$38K	Sell	850 -27,821	-97%	-$1.24M	0.01%	231
2016 Q3	$1.3M	Buy	+28,671	New	+$1.33M	0.19%	40

Other funds holding USMV

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

JNBA Financial Advisors's USMV Position: Q2 2026 in Review

JNBA Financial Advisors held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 1,082 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #240.

JNBA Financial Advisors first reported a position in USMV in Q3 2016 and has held it in 39 quarters since. The position peaked at $1.3M in Q3 2016. 548 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

JNBA Financial Advisors held 1,082 shares of iShares MSCI USA Min Vol Factor ETF worth $104K as of Q2 2026.
JNBA Financial Advisors 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 JNBA Financial Advisors's portfolio in Q2 2026, its #240 holding.
JNBA Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2016 and has held it in 39 quarters since.
JNBA Financial Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $1.3M in Q3 2016.
548 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.