Thurston Springer Miller Herd & Titak’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Thurston Springer Miller Herd & Titak’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	$91.3K	Hold	945	–	–	0.03%	369
2026 Q1	$87.8K	Sell	945 -523	-36%	-$49.7K	0.04%	413
2025 Q4	$138K	Buy	1,468 +1,386	+1,690%	+$131K	0.05%	304
2025 Q3	$7.8K	Sell	82 -3,036	-97%	-$284K	0.02%	369
2025 Q2	$293K	Buy	3,118 +209	+7%	+$19.2K	0.04%	313
2025 Q1	$273K	Buy	2,909 +1,327	+84%	+$122K	0.05%	264
2024 Q4	$141K	Buy	1,582 +2	+0.1%	+$183	0.03%	328
2024 Q3	$144K	Buy	1,580 +4	+0.3%	+$353	0.04%	333
2024 Q2	$132K	Buy	+1,576	New	+$130K	0.04%	363

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

HPA

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

Thurston Springer Miller Herd & Titak's USMV Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 945 shares worth $91.3K. The position accounts for 0.03% of the portfolio, ranked #369.

Thurston Springer Miller Herd & Titak first reported a position in USMV in Q2 2024 and has held it in 9 quarters since. The position peaked at $293K in Q2 2025. 589 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Thurston Springer Miller Herd & Titak held 945 shares of iShares MSCI USA Min Vol Factor ETF worth $91.3K as of Q2 2026.
Thurston Springer Miller Herd & Titak left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.03% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #369 holding.
Thurston Springer Miller Herd & Titak first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2024 and has held it in 9 quarters since.
Thurston Springer Miller Herd & Titak's iShares MSCI USA Min Vol Factor ETF position peaked at $293K in Q2 2025.
589 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.