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Johnson Financial Group Inc (Wisconsin)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$3.08M Sell
31,908
-900
-3% -$85.4K 0.1% 98
2026
Q1 		$3.04M Sell
32,808
-800
-2% -$76K 0.11% 98
2025
Q4 		$3.16M Sell
33,608
-277
-0.8% -$26.1K 0.12% 92
2025
Q3 		$3.22M Buy
33,885
+3,452
+11% +$323K 0.12% 92
2025
Q2 		$2.86M Sell
30,433
-888
-3% -$81.7K 0.13% 89
2025
Q1 		$2.93M Sell
31,321
-1,073
-3% -$98.7K 0.14% 88
2024
Q4 		$2.98M Sell
32,394
-998
-3% -$91.6K 0.14% 86
2024
Q3 		$3.05M Buy
33,392
+4,218
+14% +$372K 0.14% 84
2024
Q2 		$2.45M Hold
29,174
– – 0.12% 98
2024
Q1 		$2.44M Sell
29,174
-1,258
-4% -$102K 0.13% 67
2023
Q4 		$2.37M Sell
30,432
-2,035
-6% -$152K 0.13% 63
2023
Q3 		$2.36M Buy
32,467
+2,417
+8% +$180K 0.16% 63
2023
Q2 		$2.23M Sell
30,050
-444
-1% -$32.4K 0.15% 71
2023
Q1 		$2.22M Sell
30,494
-3,528
-10% -$254K 0.16% 65
2022
Q4 		$2.45M Sell
34,022
-1,017
-3% -$72.4K 0.19% 54
2022
Q3 		$2.35M Sell
35,039
-8,432
-19% -$608K 0.22% 54
2022
Q2 		$3.05M Sell
43,471
-1,463
-3% -$107K 0.22% 53
2022
Q1 		$3.48M Sell
44,934
-5,997
-12% -$454K 0.25% 45
2021
Q4 		$4.12M Buy
50,931
+6,350
+14% +$492K 0.26% 38
2021
Q3 		$3.28M Sell
44,581
-10,137
-19% -$772K 0.22% 50
2021
Q2 		$4.03M Sell
54,718
-6,110
-10% -$441K 0.26% 37
2021
Q1 		$4.21M Sell
60,828
-8,132
-12% -$550K 0.28% 36
2020
Q4 		$4.68M Sell
68,960
-13,325
-16% -$877K 0.4% 32
2020
Q3 		$5.24M Sell
82,285
-13,935
-14% -$884K 0.54% 25
2020
Q2 		$5.83M Sell
96,220
-13,856
-13% -$822K 0.63% 26
2020
Q1 		$5.95M Buy
110,076
+2,191
+2% +$139K 0.71% 21
2019
Q4 		$7.08M Sell
107,885
-5,390
-5% -$346K 0.64% 24
2019
Q3 		$7.26M Sell
113,275
-6,284
-5% -$398K 0.67% 24
2019
Q2 		$7.38M Buy
119,559
+3,420
+3% +$205K 0.66% 28
2019
Q1 		$6.83M Sell
116,139
-211,848
-65% -$11.9M 0.61% 31
2018
Q4 		$17.2M Buy
327,987
+305,467
+1,356% +$16.8M 1.77% 13
2018
Q3 		$1.28M Buy
22,520
+2,965
+15% +$165K 0.13% 109
2018
Q2 		$1.04M Sell
19,555
-8,500
-30% -$447K 0.11% 124
2018
Q1 		$1.46M Buy
28,055
+7,850
+39% +$415K 0.17% 105
2017
Q4 		$1.07M Buy
20,205
+500
+3% +$25.9K 0.13% 120
2017
Q3 		$992K Buy
19,705
+6,173
+46% +$308K 0.13% 116
2017
Q2 		$662K Sell
13,532
-10,968
-45% -$534K 0.1% 147
2017
Q1 		$1.17M Buy
24,500
+24,200
+8,067% +$1.13M 0.15% 142
2016
Q4 		$14K Sell
300
-10,435
-97% -$466K ﹤0.01% 557
2016
Q3 		$487K Buy
10,735
+1,700
+19% +$78.7K 0.07% 199
2016
Q2 		$418K Buy
9,035
+7,500
+489% +$333K 0.06% 214
2016
Q1 		$67K Hold
1,535
– – 0.01% 351
2015
Q4 		$64K Hold
1,535
– – 0.01% 354
2015
Q3 		$61K Hold
1,535
– – 0.01% 435
2015
Q2 		$62K Hold
1,535
– – 0.01% 464
2015
Q1 		$63K Hold
1,535
– – 0.01% 480
2014
Q4 		$62K Hold
1,535
– – 0.01% 455
2014
Q3 		$58K Buy
+1,535
New +$57.7K 0.02% 424

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Johnson Financial Group Inc (Wisconsin)'s USMV Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.7% in Q2 2026, selling an estimated $85.4K and leaving 31,908 shares worth $3.08M. The position accounts for 0.1% of the portfolio, ranked #98.

Johnson Financial Group Inc (Wisconsin) first reported a position in USMV in Q3 2014 and has held it in 48 quarters since. The position peaked at $17.2M in Q4 2018. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 31,908 shares of iShares MSCI USA Min Vol Factor ETF worth $3.08M as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 900 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $85.4K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.1% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #98 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2014 and has held it in 48 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s iShares MSCI USA Min Vol Factor ETF position peaked at $17.2M in Q4 2018.
  • 1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.