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

Landing Point 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	$204K	Buy	+2,120	New	+$201K	0.07%	99
2026 Q1	–	Sell	-2,222	Closed	-$209K	–	95
2025 Q4	$209K	Buy	2,222 +1	+0%	+$94	0.1%	80
2025 Q3	$211K	Sell	2,221 -46	-2%	-$4.31K	0.11%	82
2025 Q2	$213K	Sell	2,267 -201	-8%	-$18.5K	0.13%	66
2025 Q1	$231K	Sell	2,468 -66	-3%	-$6.07K	0.18%	60
2024 Q4	$235K	Buy	+2,534	New	+$232K	0.18%	60

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

Landing Point Financial Group's USMV Position: Q2 2026 in Review

Landing Point Financial Group opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 2,120 shares worth $204K. The stake represents 0.07% of the portfolio and ranks #99 among its holdings. This is a return to the name: Landing Point Financial Group previously reported a position in USMV as recently as Q4 2025.

Landing Point Financial Group first reported a position in USMV in Q4 2024 and has held it in 6 quarters since. The position peaked at $235K in Q4 2024. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Landing Point Financial Group held 2,120 shares of iShares MSCI USA Min Vol Factor ETF worth $204K as of Q2 2026.
iShares MSCI USA Min Vol Factor ETF was a new Landing Point Financial Group position in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.07% of Landing Point Financial Group's portfolio in Q2 2026, its #99 holding.
Landing Point Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 6 quarters since.
Landing Point Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $235K in Q4 2024.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Landing Point Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.