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

Prospera 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 		$7.02M Sell
72,795
-1,634
-2% -$155K 0.1% 213
2026
Q1 		$6.9M Buy
74,429
+133
+0.2% +$12.6K 0.11% 200
2025
Q4 		$7M Sell
74,296
-4,308
-5% -$406K 0.11% 185
2025
Q3 		$7.48M Sell
78,604
-2,078
-3% -$195K 0.13% 172
2025
Q2 		$7.58M Sell
80,682
-1,396
-2% -$128K 0.14% 158
2025
Q1 		$7.69M Buy
82,078
+240
+0.3% +$22.1K 0.18% 132
2024
Q4 		$7.27M Sell
81,838
-4,025
-5% -$369K 0.17% 134
2024
Q3 		$7.84M Sell
85,863
-1,167
-1% -$103K 0.2% 111
2024
Q2 		$7.31M Sell
87,030
-283
-0.3% -$23.3K 0.2% 110
2024
Q1 		$7.3M Sell
87,313
-8
-0% -$645 0.22% 101
2023
Q4 		$6.81M Buy
87,321
+1,184
+1% +$88.3K 0.23% 102
2023
Q3 		$6.24M Sell
86,137
-3,700
-4% -$276K 0.24% 95
2023
Q2 		$6.68M Buy
89,837
+5,024
+6% +$367K 0.26% 92
2023
Q1 		$6.17M Buy
84,813
+50,037
+144% +$3.6M 0.25% 97
2022
Q4 		$2.51M Sell
34,776
-57,181
-62% -$4.07M 0.13% 188
2022
Q3 		$6.08M Buy
91,957
+1,325
+1% +$95.5K 0.32% 69
2022
Q2 		$6.36M Sell
90,632
-221
-0.2% -$16.2K 0.32% 62
2022
Q1 		$7.05M Buy
90,853
+2,738
+3% +$207K 0.3% 65
2021
Q4 		$7.13M Buy
88,115
+1,086
+1% +$84.1K 0.31% 65
2021
Q3 		$6.4M Buy
87,029
+640
+0.7% +$48.7K 0.32% 64
2021
Q2 		$6.36M Sell
86,389
-253
-0.3% -$18.3K 0.32% 59
2021
Q1 		$6M Sell
86,642
-2,405
-3% -$163K 0.36% 46
2020
Q4 		$6.04M Buy
89,047
+27,550
+45% +$1.81M 0.42% 35
2020
Q3 		$3.92M Sell
61,497
-51,586
-46% -$3.27M 1.5% 6
2020
Q2 		$6.86M Sell
113,083
-5,102
-4% -$303K 0.61% 16
2020
Q1 		$6.38M Sell
118,185
-10,678
-8% -$677K 0.68% 19
2019
Q4 		$8.45M Buy
128,863
+67,203
+109% +$4.32M 0.65% 17
2019
Q3 		$3.95M Buy
61,660
+22,176
+56% +$1.4M 0.41% 40
2019
Q2 		$2.46M Buy
+39,484
New +$2.37M 0.28% 71
2019
Q1 		– Sell
-21,657
Closed -$1.13M – 439
2018
Q4 		$1.13M Sell
21,657
-2,172
-9% -$119K 0.23% 106
2018
Q3 		$1.29M Sell
23,829
-11,201
-32% -$624K 0.24% 97
2018
Q2 		$1.87M Sell
35,030
-1,389
-4% -$73.1K 0.25% 77
2018
Q1 		$1.9M Buy
36,419
+4,149
+13% +$220K 0.26% 77
2017
Q4 		$1.71M Sell
32,270
-22,294
-41% -$1.16M 0.26% 81
2017
Q3 		$2.76M Buy
54,564
+423
+0.8% +$21.1K 0.42% 43
2017
Q2 		$2.63M Buy
54,141
+40,576
+299% +$1.98M 0.42% 50
2017
Q1 		$647K Sell
13,565
-384
-3% -$18K 0.12% 155
2016
Q4 		$634K Sell
13,949
-1,419
-9% -$63.3K 0.12% 151
2016
Q3 		$698K Buy
15,368
+3,126
+26% +$145K 0.14% 132
2016
Q2 		$566K Buy
12,242
+4,590
+60% +$204K 0.12% 149
2016
Q1 		$336K Sell
7,652
-6,366
-45% -$265K 0.07% 197
2015
Q4 		$586K Buy
14,018
+5,237
+60% +$218K 0.13% 114
2015
Q3 		$348K Sell
8,781
-1,000
-10% -$40.9K 0.09% 166
2015
Q2 		$394K Buy
+9,781
New +$404K 0.09% 159

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

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

Prospera Financial Services reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.2% in Q2 2026, selling an estimated $155K and leaving 72,795 shares worth $7.02M. The position accounts for 0.1% of the portfolio, ranked #213.

Prospera Financial Services first reported a position in USMV in Q2 2015 and has held it in 44 quarters since. The position peaked at $8.45M in Q4 2019. 257 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Prospera Financial Services held 72,795 shares of iShares MSCI USA Min Vol Factor ETF worth $7.02M as of Q2 2026.
  • Prospera Financial Services sold 1,634 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $155K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.1% of Prospera Financial Services's portfolio in Q2 2026, its #213 holding.
  • Prospera Financial Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2015 and has held it in 44 quarters since.
  • Prospera Financial Services's iShares MSCI USA Min Vol Factor ETF position peaked at $8.45M in Q4 2019.
  • 257 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.