Main Street Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Main Street 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	$79.7K	Hold	826	–	–	0.02%	205
2026 Q1	$76.6K	Buy	+826	New	+$78.5K	0.02%	201
2025 Q4	–	Sell	-956	Closed	-$91K	–	582
2025 Q3	$91K	Hold	956	–	–	0.03%	174
2025 Q2	$89.7K	Hold	956	–	–	0.03%	172
2025 Q1	$89.5K	Hold	956	–	–	0.03%	165
2024 Q4	$84.9K	Hold	956	–	–	0.03%	164
2024 Q3	$87.3K	Sell	956 -100	-9%	-$8.82K	0.03%	176
2024 Q2	$88.5K	Sell	1,056 -130	-11%	-$10.7K	0.04%	187
2024 Q1	$98.8K	Hold	1,186	–	–	0.04%	194
2023 Q4	$92.5K	Buy	+1,186	New	+$88.5K	0.03%	261

Other funds holding USMV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Main Street Group's USMV Position: Q2 2026 in Review

Main Street Group held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 826 shares worth $79.7K. The position accounts for 0.02% of the portfolio, ranked #205.

Main Street Group first reported a position in USMV in Q4 2023 and has held it in 10 quarters since. The position peaked at $98.8K in Q1 2024. 257 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Main Street Group held 826 shares of iShares MSCI USA Min Vol Factor ETF worth $79.7K as of Q2 2026.
Main Street Group left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of Main Street Group's portfolio in Q2 2026, its #205 holding.
Main Street Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 10 quarters since.
Main Street Group's iShares MSCI USA Min Vol Factor ETF position peaked at $98.8K in Q1 2024.
257 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.