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

Quantum Financial Partners’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 		$453K Buy
+4,700
New +$446K 0.23% 85

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MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 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

Quantum Financial Partners's USMV Position: Q2 2026 in Review

Quantum Financial Partners opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 4,700 shares worth $453K. The stake represents 0.23% of the portfolio and ranks #85 among its holdings.

354 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Quantum Financial Partners held 4,700 shares of iShares MSCI USA Min Vol Factor ETF worth $453K as of Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF was a new Quantum Financial Partners position in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.23% of Quantum Financial Partners's portfolio in Q2 2026, its #85 holding.
  • 354 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Quantum Financial Partners's 13F filing for Q2 2026, filed 20 Jul 2026.