SYM Financial Corp
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SYM Financial Corp’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

SYM Financial Corp’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
Q3 		$358K Buy
3,675
+422
+13% +$41.8K 0.03% 237
2026
Q2 		$314K Buy
3,253
+172
+6% +$16.3K 0.03% 246
2026
Q1 		$286K Buy
3,081
+104
+3% +$9.9K 0.03% 234
2025
Q4 		$280K Buy
2,977
+168
+6% +$15.8K 0.03% 243
2025
Q3 		$267K Hold
2,809
– – 0.03% 244
2025
Q2 		$264K Hold
2,809
– – 0.03% 239
2025
Q1 		$263K Hold
2,809
– – 0.03% 198
2024
Q4 		$249K Hold
2,809
– – 0.03% 186
2024
Q3 		$256K Sell
2,809
-225
-7% -$19.8K 0.03% 136
2024
Q2 		$255K Buy
3,034
+2,888
+1,978% +$238K 0.04% 113
2024
Q1 		$12.2K Sell
146
-340
-70% -$27.4K ﹤0.01% 152
2023
Q4 		$37.9K Buy
486
+340
+233% +$25.4K 0.01% 147
2023
Q3 		$10.6K Buy
+146
New +$10.9K ﹤0.01% 159
2020
Q1 		– Sell
-5,358
Closed -$351K – 91
2019
Q4 		$351K Buy
+5,358
New +$344K 0.23% 20

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Geneos Wealth Management
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SYM Financial Corp's USMV Position: Q3 2026 in Review

SYM Financial Corp increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 13% in Q3 2026, buying an estimated $41.8K and bringing the position to 3,675 shares worth $358K. The position accounts for 0.03% of the portfolio, ranked #237.

SYM Financial Corp first reported a position in USMV in Q4 2019 and has held it in 14 quarters since. 902 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • SYM Financial Corp held 3,675 shares of iShares MSCI USA Min Vol Factor ETF worth $358K as of Q3 2026.
  • SYM Financial Corp bought 422 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $41.8K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.03% of SYM Financial Corp's portfolio in Q3 2026, its #237 holding.
  • SYM Financial Corp first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 14 quarters since.
  • 902 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.