SFS
USMV icon

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

Security 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 		$640K Sell
6,634
-66
-1% -$6.26K 0.09% 117
2026
Q1 		$621K Sell
6,700
-2,176
-25% -$207K 0.1% 117
2025
Q4 		$836K Sell
8,876
-47
-0.5% -$4.43K 0.13% 99
2025
Q3 		$849K Sell
8,923
-1,250
-12% -$117K 0.14% 82
2025
Q2 		$955K Buy
10,173
+574
+6% +$52.8K 0.17% 76
2025
Q1 		$899K Sell
9,599
-7,518
-44% -$692K 0.18% 75
2024
Q4 		$1.52M Sell
17,117
-862
-5% -$79.1K 0.31% 56
2024
Q3 		$1.64M Sell
17,979
-662
-4% -$58.4K 0.33% 48
2024
Q2 		$1.57M Sell
18,641
-15,584
-46% -$1.28M 0.34% 51
2024
Q1 		$2.86M Sell
34,225
-66,502
-66% -$5.37M 0.65% 36
2023
Q4 		$7.86M Sell
100,727
-57,116
-36% -$4.26M 1.93% 15
2023
Q3 		$11.4M Sell
157,843
-20,044
-11% -$1.49M 3.23% 5
2023
Q2 		$13.2M Buy
177,887
+10,194
+6% +$745K 3.75% 3
2023
Q1 		$12.2M Buy
167,693
+19,166
+13% +$1.38M 3.71% 3
2022
Q4 		$10.7M Buy
148,527
+6,996
+5% +$498K 3.32% 4
2022
Q3 		$9.36M Buy
141,531
+91,487
+183% +$6.6M 3.19% 6
2022
Q2 		$3.51M Sell
50,044
-1,330
-3% -$97.4K 1.12% 26
2022
Q1 		$3.98M Buy
51,374
+442
+0.9% +$33.5K 1.26% 24
2021
Q4 		$4.12M Buy
+50,932
New +$3.94M 1.37% 19

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BCM
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HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return