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Snider Financial Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Snider Financial Group’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 		$1.23M Buy
12,706
+976
+8% +$92.6K 0.31% 48
2026
Q1 		$1.09M Buy
11,730
+532
+5% +$50.5K 0.33% 48
2025
Q4 		$1.05M Buy
11,198
+806
+8% +$75.9K 0.28% 55
2025
Q3 		$989K Buy
10,392
+228
+2% +$21.4K 0.27% 61
2025
Q2 		$954K Buy
10,164
+459
+5% +$42.2K 0.28% 62
2025
Q1 		$909K Sell
9,705
-291
-3% -$26.8K 0.3% 57
2024
Q4 		$888K Buy
9,996
+720
+8% +$66.1K 0.27% 59
2024
Q3 		$847K Sell
9,276
-547
-6% -$48.2K 0.31% 47
2024
Q2 		$825K Sell
9,823
-68,359
-87% -$5.63M 0.32% 49
2024
Q1 		$6.53M Sell
78,182
-1,037
-1% -$83.7K 2.72% 8
2023
Q4 		$6.18M Buy
79,219
+478
+0.6% +$35.7K 2.85% 12
2023
Q3 		$5.7M Buy
78,741
+1,808
+2% +$135K 2.76% 13
2023
Q2 		$5.72M Buy
76,933
+2,041
+3% +$149K 2.73% 9
2023
Q1 		$5.45M Buy
74,892
+4,185
+6% +$301K 2.9% 9
2022
Q4 		$5.1M Sell
70,707
-2,550
-3% -$181K 2.82% 8
2022
Q3 		$5.07M Sell
73,257
-1,468
-2% -$106K 2.75% 9
2022
Q2 		$5.25M Buy
74,725
+2,768
+4% +$203K 2.86% 10
2022
Q1 		$5.58M Sell
71,957
-2,845
-4% -$215K 2.54% 15
2021
Q4 		$6.01M Sell
74,802
-416
-0.6% -$32.2K 2.55% 15
2021
Q3 		$5.83M Sell
75,218
-10,566
-12% -$805K 2.54% 15
2021
Q2 		$6.46M Buy
+85,784
New +$6.2M 3.04% 13

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
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
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

Snider Financial Group's USMV Position: Q2 2026 in Review

Snider Financial Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 8.3% in Q2 2026, buying an estimated $92.6K and bringing the position to 12,706 shares worth $1.23M. The position accounts for 0.31% of the portfolio, ranked #48.

Snider Financial Group first reported a position in USMV in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.53M in Q1 2024. 294 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Snider Financial Group held 12,706 shares of iShares MSCI USA Min Vol Factor ETF worth $1.23M as of Q2 2026.
  • Snider Financial Group bought 976 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $92.6K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.31% of Snider Financial Group's portfolio in Q2 2026, its #48 holding.
  • Snider Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2021 and has held it in 21 quarters since.
  • Snider Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $6.53M in Q1 2024.
  • 294 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.