LFG
USMV icon

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

Larson 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 		$667K Buy
6,919
+1,673
+32% +$159K 0.02% 476
2026
Q1 		$487K Buy
5,246
+154
+3% +$14.6K 0.02% 484
2025
Q4 		$479K Buy
5,092
+17
+0.3% +$1.6K 0.02% 474
2025
Q3 		$483K Buy
5,075
+72
+1% +$6.74K 0.02% 471
2025
Q2 		$470K Sell
5,003
-347
-6% -$31.9K 0.02% 447
2025
Q1 		$501K Sell
5,350
-238
-4% -$21.9K 0.02% 409
2024
Q4 		$496K Buy
5,588
+2,318
+71% +$213K 0.03% 359
2024
Q3 		$299K Buy
3,270
+1,947
+147% +$172K 0.02% 469
2024
Q2 		$111K Buy
1,323
+298
+29% +$24.6K 0.01% 625
2024
Q1 		$85.7K Hold
1,025
– – 0.01% 573
2023
Q4 		$80K Buy
1,025
+26
+3% +$1.94K 0.01% 538
2023
Q3 		$72.3K Hold
999
– – 0.01% 522
2023
Q2 		$74.3K Sell
999
-5,849
-85% -$427K 0.01% 472
2023
Q1 		$498K Buy
6,848
+1,711
+33% +$123K 0.05% 200
2022
Q4 		$370K Buy
5,137
+3,830
+293% +$273K 0.04% 230
2022
Q3 		$86K Buy
+1,307
New +$94.2K 0.01% 379
2021
Q4 		– Sell
-269
Closed -$20K – 1177
2021
Q3 		$20K Buy
+269
New +$20.5K ﹤0.01% 471
2021
Q1 		– Sell
-378
Closed -$26K – 931
2020
Q4 		$26K Hold
378
– – 0.01% 321
2020
Q3 		$24K Buy
+378
New +$24K 0.01% 291

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

Larson Financial Group's USMV Position: Q2 2026 in Review

Larson Financial Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 32% in Q2 2026, buying an estimated $159K and bringing the position to 6,919 shares worth $667K. The position accounts for 0.02% of the portfolio, ranked #476.

Larson Financial Group first reported a position in USMV in Q3 2020 and has held it in 19 quarters since. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Larson Financial Group held 6,919 shares of iShares MSCI USA Min Vol Factor ETF worth $667K as of Q2 2026.
  • Larson Financial Group bought 1,673 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $159K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.02% of Larson Financial Group's portfolio in Q2 2026, its #476 holding.
  • Larson Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2020 and has held it in 19 quarters since.
  • 1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

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