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 Q1	$286K	Buy	3,081 +104	+3%	+$9.88K	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

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SYM Financial Corp's USMV Position: Q1 2026 in Review

SYM Financial Corp increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.5% in Q1 2026, buying an estimated $9.88K and bringing the position to 3,081 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #234.

SYM Financial Corp first reported a position in USMV in Q4 2019 and has held it in 12 quarters since. The position peaked at $351K in Q4 2019. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

SYM Financial Corp held 3,081 shares of iShares MSCI USA Min Vol Factor ETF worth $286K as of Q1 2026.
SYM Financial Corp bought 104 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $9.88K.
iShares MSCI USA Min Vol Factor ETF made up 0.03% of SYM Financial Corp's portfolio in Q1 2026, its #234 holding.
SYM Financial Corp first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 12 quarters since.
SYM Financial Corp's iShares MSCI USA Min Vol Factor ETF position peaked at $351K in Q4 2019.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.