Jones Financial Companies
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Jones Financial Companies’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Jones Financial Companies’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 		$121M Buy
1,257,338
+97,840
+8% +$9.29M 0.05% 208
2026
Q1 		$106M Buy
1,159,498
+150,723
+15% +$14.3M 0.05% 193
2025
Q4 		$95M Buy
1,008,775
+141,987
+16% +$13.4M 0.06% 106
2025
Q3 		$81.9M Buy
866,788
+142,492
+20% +$13.3M 0.06% 104
2025
Q2 		$67.4M Buy
724,296
+188,561
+35% +$17.3M 0.05% 109
2025
Q1 		$49.7M Buy
535,735
+175,467
+49% +$16.1M 0.04% 111
2024
Q4 		$32M Buy
360,268
+141,982
+65% +$13M 0.03% 126
2024
Q3 		$19.9M Buy
218,286
+124,310
+132% +$11M 0.02% 137
2024
Q2 		$7.89M Buy
93,976
+79,408
+545% +$6.54M 0.01% 171
2024
Q1 		$1.22M Buy
14,568
+14,418
+9,612% +$1.16M ﹤0.01% 240
2023
Q4 		$11.7K Buy
+150
New +$11.2K ﹤0.01% 659
2023
Q1 		– Sell
-214
Closed -$15K – 780
2022
Q4 		$15K Hold
214
– – ﹤0.01% 443
2022
Q3 		$14K Hold
214
– – ﹤0.01% 402
2022
Q2 		$15K Hold
214
– – ﹤0.01% 440
2022
Q1 		$17K Sell
214
-39
-15% -$2.95K ﹤0.01% 458
2021
Q4 		$20K Sell
253
-164
-39% -$12.7K ﹤0.01% 465
2021
Q3 		$31K Buy
+417
New +$31.8K ﹤0.01% 383
2021
Q2 		– Sell
-366
Closed -$25K – 788
2021
Q1 		$25K Buy
+366
New +$24.7K ﹤0.01% 433

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies's USMV Position: Q2 2026 in Review

Jones Financial Companies increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 8.4% in Q2 2026, buying an estimated $9.29M and bringing the position to 1,257,338 shares worth $121M. The position accounts for 0.05% of the portfolio, ranked #208.

Jones Financial Companies first reported a position in USMV in Q1 2021 and has held it in 18 quarters since. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Jones Financial Companies held 1,257,338 shares of iShares MSCI USA Min Vol Factor ETF worth $121M as of Q2 2026.
  • Jones Financial Companies bought 97,840 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $9.29M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.05% of Jones Financial Companies's portfolio in Q2 2026, its #208 holding.
  • Jones Financial Companies first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2021 and has held it in 18 quarters since.
  • 1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.