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

LifeSteps 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
Q2 		$500K Sell
5,185
-637
-11% -$60.5K 0.23% 60
2026
Q1 		$540K Sell
5,822
-101
-2% -$9.59K 0.34% 49
2025
Q4 		$558K Sell
5,923
-112
-2% -$10.6K 0.36% 45
2025
Q3 		$574K Hold
6,035
– – 0.37% 45
2025
Q2 		$567K Hold
6,035
– – 0.39% 44
2025
Q1 		$565K Sell
6,035
-4
-0.1% -$368 0.46% 41
2024
Q4 		$536K Sell
6,039
-72
-1% -$6.61K 0.41% 44
2024
Q3 		$558K Sell
6,111
-8
-0.1% -$705 0.44% 45
2024
Q2 		$514K Hold
6,119
– – 0.42% 44
2024
Q1 		$511K Hold
6,119
– – 0.39% 46
2023
Q4 		$477K Buy
6,119
+35
+0.6% +$2.61K 0.42% 46
2023
Q3 		$440K Hold
6,084
– – 0.45% 45
2023
Q2 		$452K Sell
6,084
-224
-4% -$16.4K 0.45% 42
2023
Q1 		$459K Hold
6,308
– – 0.49% 43
2022
Q4 		$455K Sell
6,308
-407
-6% -$29K 0.47% 42
2022
Q3 		$444K Sell
6,715
-39
-0.6% -$2.81K 0.5% 40
2022
Q2 		$474K Hold
6,754
– – 0.49% 39
2022
Q1 		$524K Sell
6,754
-51
-0.7% -$3.86K 0.39% 43
2021
Q4 		$551K Hold
6,805
– – 0.39% 40
2021
Q3 		$500K Hold
6,805
– – 0.38% 45
2021
Q2 		$501K Hold
6,805
– – 0.38% 45
2021
Q1 		$471K Hold
6,805
– – 0.39% 45
2020
Q4 		$462K Buy
6,805
+22
+0.3% +$1.45K 0.42% 42
2020
Q3 		$432K Hold
6,783
– – 0.46% 42
2020
Q2 		$411K Sell
6,783
-411
-6% -$24.4K 0.47% 39
2020
Q1 		$389K Sell
7,194
-291
-4% -$18.5K 0.45% 47
2019
Q4 		$491K Buy
+7,485
New +$481K 0.46% 49

Other funds holding USMV

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

LifeSteps Financial's USMV Position: Q2 2026 in Review

LifeSteps Financial reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 11% in Q2 2026, selling an estimated $60.5K and leaving 5,185 shares worth $500K. The position accounts for 0.23% of the portfolio, ranked #60.

LifeSteps Financial first reported a position in USMV in Q4 2019 and has held it in 27 quarters since. The position peaked at $574K in Q3 2025. 645 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • LifeSteps Financial held 5,185 shares of iShares MSCI USA Min Vol Factor ETF worth $500K as of Q2 2026.
  • LifeSteps Financial sold 637 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $60.5K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.23% of LifeSteps Financial's portfolio in Q2 2026, its #60 holding.
  • LifeSteps Financial first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 27 quarters since.
  • LifeSteps Financial's iShares MSCI USA Min Vol Factor ETF position peaked at $574K in Q3 2025.
  • 645 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.