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Stonebridge Financial Group (Pennsylvania)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$242K Buy
+2,511
New +$238K 0.02% 247
2025
Q2 		– Sell
-312
Closed -$29.2K – 900
2025
Q1 		$29.2K Hold
312
– – ﹤0.01% 454
2024
Q4 		$27.7K Buy
+312
New +$28.6K ﹤0.01% 459

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MRC
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JIC
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SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 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
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
AWAG
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LWA
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Stonebridge Financial Group (Pennsylvania)'s USMV Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 2,511 shares worth $242K. The stake represents 0.02% of the portfolio and ranks #247 among its holdings. This is a return to the name: Stonebridge Financial Group (Pennsylvania) previously reported a position in USMV as recently as Q1 2025.

Stonebridge Financial Group (Pennsylvania) first reported a position in USMV in Q4 2024 and has held it in 3 quarters since. 492 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 2,511 shares of iShares MSCI USA Min Vol Factor ETF worth $242K as of Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF was a new Stonebridge Financial Group (Pennsylvania) position in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.02% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #247 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 3 quarters since.
  • 492 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.