Lantz Financial
USMV icon

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

Lantz Financial’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
Q3 		$254K Hold
2,606
– – 0.05% 229
2026
Q2 		$251K Sell
2,606
-216
-8% -$20.5K 0.05% 232
2026
Q1 		$262K Sell
2,822
-187
-6% -$17.8K 0.05% 217
2025
Q4 		$283K Sell
3,009
-53
-2% -$4.99K 0.06% 213
2025
Q3 		$291K Sell
3,062
-2
-0.1% -$187 0.06% 207
2025
Q2 		$288K Sell
3,064
-1
-0% -$92 0.07% 185
2025
Q1 		$287K Sell
3,065
-16
-0.5% -$1.47K 0.08% 179
2024
Q4 		$274K Hold
3,081
– – 0.07% 187
2024
Q3 		$281K Hold
3,081
– – 0.08% 187
2024
Q2 		$259K Sell
3,081
-5
-0.2% -$412 0.08% 178
2024
Q1 		$258K Sell
3,086
-8,530
-73% -$688K 0.08% 177
2023
Q4 		$906K Sell
11,616
-6,096
-34% -$455K 0.33% 80
2023
Q3 		$1.28M Sell
17,712
-2,510
-12% -$187K 0.51% 62
2023
Q2 		$1.5M Buy
20,222
+648
+3% +$47.4K 0.59% 52
2023
Q1 		$1.42M Buy
19,574
+4,421
+29% +$318K 0.59% 54
2022
Q4 		$1.09M Buy
15,153
+588
+4% +$41.8K 0.5% 59
2022
Q3 		$963K Buy
14,565
+2,598
+22% +$187K 0.5% 57
2022
Q2 		$840K Buy
11,967
+796
+7% +$58.3K 0.38% 71
2022
Q1 		$867K Buy
11,171
+1,265
+13% +$95.8K 0.35% 75
2021
Q4 		$801K Buy
9,906
+4,452
+82% +$345K 0.37% 70
2021
Q3 		$401K Sell
5,454
-78
-1% -$5.94K 0.21% 101
2021
Q2 		$407K Sell
5,532
-119
-2% -$8.6K 0.21% 97
2021
Q1 		$391K Sell
5,651
-745
-12% -$50.4K 0.22% 92
2020
Q4 		$434K Buy
6,396
+86
+1% +$5.66K 0.27% 77
2020
Q3 		$402K Buy
6,310
+39
+0.6% +$2.48K 0.27% 79
2020
Q2 		$378K Sell
6,271
-287
-4% -$17K 0.27% 77
2020
Q1 		$354K Buy
6,558
+288
+5% +$18.3K 0.28% 82
2019
Q4 		$411K Buy
6,270
+2,768
+79% +$178K 0.24% 90
2019
Q3 		$220K Buy
+3,502
New +$222K 0.15% 119

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
Lineweaver Wealth Advisors
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Lantz Financial's USMV Position: Q3 2026 in Review

Lantz Financial held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q3 2026 at 2,606 shares worth $254K. The position accounts for 0.05% of the portfolio, ranked #229.

Lantz Financial first reported a position in USMV in Q3 2019 and has held it in 29 quarters since. The position peaked at $1.5M in Q2 2023. 448 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Lantz Financial held 2,606 shares of iShares MSCI USA Min Vol Factor ETF worth $254K as of Q3 2026.
  • Lantz Financial left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.05% of Lantz Financial's portfolio in Q3 2026, its #229 holding.
  • Lantz Financial first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and has held it in 29 quarters since.
  • Lantz Financial's iShares MSCI USA Min Vol Factor ETF position peaked at $1.5M in Q2 2023.
  • 448 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.