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

Symphony Financial’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 		$530K Buy
5,513
+1,963
+55% +$186K 0.06% 192
2026
Q1 		$327K Hold
3,550
– – 0.04% 218
2025
Q4 		$337K Hold
3,550
– – 0.05% 211
2025
Q3 		$336K Sell
3,550
-79
-2% -$7.4K 0.04% 204
2025
Q2 		$339K Buy
+3,629
New +$334K 0.04% 184
2025
Q1 		– Sell
-3,550
Closed -$322K – 217
2024
Q4 		$322K Sell
3,550
-443
-11% -$40.6K 0.05% 169
2024
Q3 		$364K Hold
3,993
– – 0.06% 165
2024
Q2 		$336K Hold
3,993
– – 0.06% 160
2024
Q1 		$334K Sell
3,993
-958
-19% -$77.3K 0.08% 143
2023
Q4 		$389K Sell
4,951
-399
-7% -$29.8K 0.08% 145
2023
Q3 		$384K Sell
5,350
-218
-4% -$16.3K 0.09% 114
2023
Q2 		$410K Buy
+5,568
New +$407K 0.1% 132
2022
Q2 		– Sell
-19,998
Closed -$1.57M – 207
2022
Q1 		$1.57M Buy
19,998
+2,290
+13% +$173K 0.37% 55
2021
Q4 		$1.42M Sell
17,708
-752
-4% -$58.2K 0.4% 54
2021
Q3 		$1.37M Buy
18,460
+1,978
+12% +$151K 0.48% 43
2021
Q2 		$1.21M Sell
16,482
-10,070
-38% -$727K 0.41% 49
2021
Q1 		$1.87M Sell
26,552
-2,430
-8% -$164K 0.49% 39
2020
Q4 		$1.94M Sell
28,982
-10,566
-27% -$696K 0.7% 34
2020
Q3 		$2.52M Sell
39,548
-43,719
-53% -$2.77M 1.03% 24
2020
Q2 		$5.05M Buy
83,267
+4,819
+6% +$286K 2.44% 6
2020
Q1 		$4.34M Buy
+78,448
New +$4.98M 2.99% 5

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Symphony Financial's USMV Position: Q2 2026 in Review

Symphony Financial increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 55% in Q2 2026, buying an estimated $186K and bringing the position to 5,513 shares worth $530K. The position accounts for 0.06% of the portfolio, ranked #192.

Symphony Financial first reported a position in USMV in Q1 2020 and has held it in 21 quarters since. The position peaked at $5.05M in Q2 2020. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Symphony Financial held 5,513 shares of iShares MSCI USA Min Vol Factor ETF worth $530K as of Q2 2026.
  • Symphony Financial bought 1,963 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $186K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.06% of Symphony Financial's portfolio in Q2 2026, its #192 holding.
  • Symphony Financial first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2020 and has held it in 21 quarters since.
  • Symphony Financial's iShares MSCI USA Min Vol Factor ETF position peaked at $5.05M in Q2 2020.
  • 1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.