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

Team Financial Group’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	$151K	Buy	+1,547	New	+$153K	0.06%	71
2026 Q2	–	Sell	-1,528	Closed	-$142K	–	237
2026 Q1	$142K	Buy	1,528 +6	+0.4%	+$570	0.06%	66
2025 Q4	$143K	Buy	1,522 +6	+0.4%	+$565	0.07%	58
2025 Q3	$144K	Sell	1,516 -27	-2%	-$2.53K	0.07%	55
2025 Q2	$145K	Buy	+1,543	New	+$142K	0.07%	46
2024 Q1	–	Sell	-2,179	Closed	-$170K	–	197
2023 Q4	$170K	Sell	2,179 -147	-6%	-$11K	0.12%	35
2023 Q3	$169K	Buy	+2,326	New	+$173K	0.14%	33

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Team Financial Group's USMV Position: Q3 2026 in Review

Team Financial Group opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2026: 1,547 shares worth $151K. The stake represents 0.06% of the portfolio and ranks #71 among its holdings. This is a return to the name: Team Financial Group previously reported a position in USMV as recently as Q1 2026.

Team Financial Group first reported a position in USMV in Q3 2023 and has held it in 7 quarters since. The position peaked at $170K in Q4 2023. 1,090 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Team Financial Group held 1,547 shares of iShares MSCI USA Min Vol Factor ETF worth $151K as of Q3 2026.
iShares MSCI USA Min Vol Factor ETF was a new Team Financial Group position in Q3 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.06% of Team Financial Group's portfolio in Q3 2026, its #71 holding.
Team Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2023 and has held it in 7 quarters since.
Team Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $170K in Q4 2023.
1,090 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Team Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.