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

Nations 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 		$247K Sell
2,561
-119,691
-98% -$11.4M 0.01% 693
2026
Q1 		$11.3M Buy
122,252
+326
+0.3% +$31K 0.58% 31
2025
Q4 		$11.5M Buy
121,926
+1,209
+1% +$114K 0.6% 29
2025
Q3 		$11.5M Sell
120,717
-9,908
-8% -$928K 0.72% 24
2025
Q2 		$12.3M Buy
130,625
+28,681
+28% +$2.64M 0.84% 20
2025
Q1 		$9.55M Sell
101,944
-2,693
-3% -$248K 0.73% 25
2024
Q4 		$9.29M Buy
104,637
+461
+0.4% +$42.3K 0.68% 24
2024
Q3 		$9.51M Sell
104,176
-326
-0.3% -$28.7K 0.69% 26
2024
Q2 		$8.77M Buy
104,502
+1,487
+1% +$123K 0.72% 25
2024
Q1 		$8.61M Sell
103,015
-3,990
-4% -$322K 0.73% 23
2023
Q4 		$8.35M Sell
107,005
-758
-0.7% -$56.6K 0.77% 22
2023
Q3 		$7.8M Buy
107,763
+912
+0.9% +$68K 0.79% 20
2023
Q2 		$7.94M Sell
106,851
-1,249
-1% -$91.3K 0.78% 21
2023
Q1 		$7.86M Sell
108,100
-153
-0.1% -$11K 0.83% 18
2022
Q4 		$7.81M Buy
108,253
+476
+0.4% +$33.9K 0.88% 16
2022
Q3 		$7.12M Buy
107,777
+689
+0.6% +$49.7K 1.03% 17
2022
Q2 		$7.52M Sell
107,088
-798
-0.7% -$58.4K 1.01% 15
2022
Q1 		$8.37M Buy
107,886
+3,189
+3% +$241K 1.01% 16
2021
Q4 		$8.47M Buy
104,697
+3,841
+4% +$297K 1.11% 16
2021
Q3 		$7.41M Buy
100,856
+1,632
+2% +$124K 1.13% 16
2021
Q2 		$7.3M Buy
99,224
+3,670
+4% +$265K 1.22% 14
2021
Q1 		$6.61M Sell
95,554
-7,077
-7% -$478K 1.51% 11
2020
Q4 		$6.97M Buy
102,631
+3,984
+4% +$262K 1.83% 7
2020
Q3 		$6.29M Buy
98,647
+3,008
+3% +$191K 1.95% 7
2020
Q2 		$5.8M Sell
95,639
-5,664
-6% -$336K 2.06% 7
2020
Q1 		$5.47M Buy
101,303
+10,578
+12% +$671K 2.33% 4
2019
Q4 		$5.95M Sell
90,725
-1,541
-2% -$99K 2.05% 6
2019
Q3 		$5.9M Buy
92,266
+3,772
+4% +$239K 2.12% 6
2019
Q2 		$5.46M Buy
88,494
+5,052
+6% +$303K 3.61% 4
2019
Q1 		$4.91M Buy
83,442
+4,538
+6% +$254K 3.36% 4
2018
Q4 		$4.13M Buy
78,904
+4,126
+6% +$227K 3.31% 4
2018
Q3 		$4.26M Buy
+74,778
New +$4.17M 3.06% 5
2018
Q1 		– Sell
-14,624
Closed -$772K – 155
2017
Q4 		$772K Sell
14,624
-1,269
-8% -$65.8K 0.71% 34
2017
Q3 		$800K Buy
15,893
+243
+2% +$12.1K 0.78% 31
2017
Q2 		$766K Buy
+15,650
New +$762K 0.63% 46

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

Nations Financial Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 98% in Q2 2026, selling an estimated $11.4M and leaving 2,561 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #693.

Nations Financial Group first reported a position in USMV in Q2 2017 and has held it in 35 quarters since. The position peaked at $12.3M in Q2 2025. 711 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Nations Financial Group held 2,561 shares of iShares MSCI USA Min Vol Factor ETF worth $247K as of Q2 2026.
  • Nations Financial Group sold 119,691 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $11.4M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #693 holding.
  • Nations Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2017 and has held it in 35 quarters since.
  • Nations Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $12.3M in Q2 2025.
  • 711 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.