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 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

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Team Financial Group's USMV Position: Q2 2026 in Review

Team Financial Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 1,528 shares — an estimated $142K sold.

Team Financial Group first reported a position in USMV in Q3 2023 and held it in 6 quarters. The position peaked at $170K in Q4 2023. 492 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Team Financial Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Team Financial Group sold 1,528 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $142K.
Team Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2023 and held it in 6 quarters.
Team Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $170K in Q4 2023.
492 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.