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

Midwest 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	$831K	Sell	8,618 -85	-1%	-$8.07K	0.29%	70
2026 Q1	$807K	Buy	8,703 +34	+0.4%	+$3.23K	0.34%	62
2025 Q4	$816K	Buy	8,669 +15	+0.2%	+$1.41K	0.36%	59
2025 Q3	$823K	Sell	8,654 -90	-1%	-$8.43K	0.39%	54
2025 Q2	$821K	Sell	8,744 -87	-1%	-$8.01K	0.43%	52
2025 Q1	$827K	Sell	8,831 -221	-2%	-$20.3K	0.48%	49
2024 Q4	$804K	Buy	9,052 +22	+0.2%	+$2.02K	0.46%	49
2024 Q3	$825K	Buy	9,030 +14	+0.2%	+$1.23K	0.48%	48
2024 Q2	$757K	Buy	9,016 +25	+0.3%	+$2.06K	0.48%	53
2024 Q1	$752K	Sell	8,991 -453	-5%	-$36.6K	0.51%	53
2023 Q4	$737K	Sell	9,444 -292	-3%	-$21.8K	0.55%	52
2023 Q3	$705K	Sell	9,736 -175	-2%	-$13K	0.6%	48
2023 Q2	$737K	Sell	9,911 -41	-0.4%	-$3K	0.62%	49
2023 Q1	$724K	Buy	+9,952	New	+$715K	0.67%	44

Other funds holding USMV

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

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

HPA

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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Midwest Financial Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.98% in Q2 2026, selling an estimated $8.07K and leaving 8,618 shares worth $831K. The position accounts for 0.29% of the portfolio, ranked #70.

Midwest Financial Group first reported a position in USMV in Q1 2023 and has held it in 14 quarters since. 427 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Midwest Financial Group held 8,618 shares of iShares MSCI USA Min Vol Factor ETF worth $831K as of Q2 2026.
Midwest Financial Group sold 85 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $8.07K.
iShares MSCI USA Min Vol Factor ETF made up 0.29% of Midwest Financial Group's portfolio in Q2 2026, its #70 holding.
Midwest Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2023 and has held it in 14 quarters since.
427 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.