Phillips Financial Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Phillips Financial 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 Q3	–	Sell	-272	Closed	-$26.2K	–	299
2026 Q2	$26.2K	Buy	+272	New	+$25.8K	﹤0.01%	263
2026 Q1	–	Sell	-491	Closed	-$46.2K	–	313
2025 Q4	$46.2K	Hold	491	–	–	﹤0.01%	250
2025 Q3	$46.7K	Hold	491	–	–	﹤0.01%	256
2025 Q2	$46.1K	Buy	+491	New	+$45.2K	﹤0.01%	228
2024 Q4	–	Sell	-8	Closed	-$740	–	275
2024 Q3	$740	Hold	8	–	–	﹤0.01%	274
2024 Q2	$677	Hold	8	–	–	﹤0.01%	268
2024 Q1	$672	Sell	8 -14	-64%	-$1.13K	﹤0.01%	262
2023 Q4	$1.72K	Buy	+22	New	+$1.64K	﹤0.01%	250

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Phillips Financial Management's USMV Position: Q3 2026 in Review

Phillips Financial Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2026, closing a stake of 272 shares — an estimated $26.2K sold.

Phillips Financial Management first reported a position in USMV in Q4 2023 and held it in 8 quarters. The position peaked at $46.7K in Q3 2025. 1,042 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Phillips Financial Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2026 after selling out during the quarter.
Phillips Financial Management sold 272 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $26.2K.
Phillips Financial Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and held it in 8 quarters.
Phillips Financial Management's iShares MSCI USA Min Vol Factor ETF position peaked at $46.7K in Q3 2025.
1,042 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.