Quantum Financial Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$457K Sell
4,691
-9
-0.2% -$892 0.24% 89
2026
Q2
$453K Buy
+4,700
New +$446K 0.23% 85

Other funds holding USMV

Quantum Financial Partners's USMV Position: Q3 2026 in Review

Quantum Financial Partners reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.19% in Q3 2026, selling an estimated $892 and leaving 4,691 shares worth $457K. The position accounts for 0.24% of the portfolio, ranked #89.

Quantum Financial Partners first reported a position in USMV in Q2 2026 and has held it in 2 quarters since. 448 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Quantum Financial Partners held 4,691 shares of iShares MSCI USA Min Vol Factor ETF worth $457K as of Q3 2026.
  • Quantum Financial Partners sold 9 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $892.
  • iShares MSCI USA Min Vol Factor ETF made up 0.24% of Quantum Financial Partners's portfolio in Q3 2026, its #89 holding.
  • Quantum Financial Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2026 and has held it in 2 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

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