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

Montgomery Financial Services’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	$2.31K	Buy	+24	New	+$2.28K	﹤0.01%	263

Other funds holding USMV

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Montgomery Financial Services's USMV Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 24 shares worth $2.31K. The stake represents ﹤0.01% of the portfolio and ranks #263 among its holdings.

1,330 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Montgomery Financial Services held 24 shares of iShares MSCI USA Min Vol Factor ETF worth $2.31K as of Q2 2026.
iShares MSCI USA Min Vol Factor ETF was a new Montgomery Financial Services position in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #263 holding.
1,330 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.