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

Symphony 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	–	Sell	-24,765	Closed	-$2.3M	–	108
2026 Q1	$2.3M	Sell	24,765 -806	-3%	-$76.6K	1.18%	24
2025 Q4	$2.41M	Sell	25,571 -91	-0.4%	-$8.57K	1.23%	23
2025 Q3	$2.44M	Buy	25,662 +4,798	+23%	+$449K	1.31%	21
2025 Q2	$1.96M	Buy	20,864 +1,467	+8%	+$135K	1.17%	22
2025 Q1	$1.82M	Sell	19,397 -828	-4%	-$76.2K	1.19%	21
2024 Q4	$1.8M	Buy	20,225 +1,535	+8%	+$141K	1.44%	20
2024 Q3	$1.71M	Buy	18,690 +1,687	+10%	+$149K	1.45%	19
2024 Q2	$1.43M	Buy	+17,003	New	+$1.4M	1.23%	19

Other funds holding USMV

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Symphony Financial Services's USMV Position: Q2 2026 in Review

Symphony Financial Services sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 24,765 shares — an estimated $2.3M sold.

Symphony Financial Services first reported a position in USMV in Q2 2024 and held it in 8 quarters. The position peaked at $2.44M in Q3 2025. 711 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Symphony Financial Services reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Symphony Financial Services sold 24,765 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $2.3M.
Symphony Financial Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2024 and held it in 8 quarters.
Symphony Financial Services's iShares MSCI USA Min Vol Factor ETF position peaked at $2.44M in Q3 2025.
711 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.