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PFG Private Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

PFG Private Wealth Management’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 		$577K Hold
5,979
– – 0.25% 31
2026
Q1 		$554K Sell
5,979
-140
-2% -$13.3K 0.24% 28
2025
Q4 		$576K Buy
+6,119
New +$576K 0.25% 28
2025
Q3 		– Sell
-6,135
Closed -$576K – 152
2025
Q2 		$576K Hold
6,135
– – 0.3% 27
2025
Q1 		$575K Hold
6,135
– – 0.31% 27
2024
Q4 		$545K Sell
6,135
-7
-0.1% -$642 0.31% 23
2024
Q3 		$561K Sell
6,142
-41
-0.7% -$3.62K 0.33% 25
2024
Q2 		$519K Buy
6,183
+57
+0.9% +$4.7K 0.31% 25
2024
Q1 		$512K Hold
6,126
– – 0.32% 24
2023
Q4 		$478K Hold
6,126
– – 0.32% 25
2023
Q3 		$443K Sell
6,126
-170
-3% -$12.7K 0.33% 23
2023
Q2 		$468K Hold
6,296
– – 0.28% 26
2023
Q1 		$458K Sell
6,296
-5
-0.1% -$359 0.29% 26
2022
Q4 		$454K Sell
6,301
-31
-0.5% -$2.21K 0.28% 26
2022
Q3 		$419K Sell
6,332
-20
-0.3% -$1.44K 0.28% 25
2022
Q2 		$446K Buy
6,352
+107
+2% +$7.83K 0.25% 32
2022
Q1 		$484K Sell
6,245
-238
-4% -$18K 0.25% 34
2021
Q4 		$524K Buy
6,483
+17
+0.3% +$1.32K 0.27% 33
2021
Q3 		$475K Hold
6,466
– – 0.28% 31
2021
Q2 		$476K Sell
6,466
-210,833
-97% -$15.2M 0.31% 31
2021
Q1 		$15M Sell
217,299
-7,063
-3% -$478K 10.34% 1
2020
Q4 		$15.2M Buy
224,362
+10,638
+5% +$700K 11.67% 1
2020
Q3 		$13.6M Sell
213,724
-1,432
-0.7% -$90.9K 11.87% 1
2020
Q2 		$13M Buy
215,156
+2,759
+1% +$164K 12.28% 1
2020
Q1 		$11.5M Buy
212,397
+206,289
+3,377% +$13.1M 12.35% 1
2019
Q4 		$401K Buy
+6,108
New +$392K 0.36% 37

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

PFG Private Wealth Management's USMV Position: Q2 2026 in Review

PFG Private Wealth Management held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 5,979 shares worth $577K. The position accounts for 0.25% of the portfolio, ranked #31.

PFG Private Wealth Management first reported a position in USMV in Q4 2019 and has held it in 26 quarters since. The position peaked at $15.2M in Q4 2020. 656 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • PFG Private Wealth Management held 5,979 shares of iShares MSCI USA Min Vol Factor ETF worth $577K as of Q2 2026.
  • PFG Private Wealth Management left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.25% of PFG Private Wealth Management's portfolio in Q2 2026, its #31 holding.
  • PFG Private Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 26 quarters since.
  • PFG Private Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $15.2M in Q4 2020.
  • 656 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on PFG Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.