Transamerica Financial Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.91K | Hold |
40
| – | – | ﹤0.01% | 1183 |
|
|
2026
Q1 | $3.75K | Buy |
40
+29
| +264% | +$2.75K | ﹤0.01% | 1098 |
|
|
2025
Q4 | $1.07K | Sell |
11
-1
| -8% | -$94 | ﹤0.01% | 1231 |
|
|
2025
Q3 | $1.08K | Hold |
12
| – | – | ﹤0.01% | 1161 |
|
|
2025
Q2 | $1.07K | Hold |
12
| – | – | ﹤0.01% | 413 |
|
|
2025
Q1 | $2K | Hold |
12
| – | – | ﹤0.01% | 415 |
|
|
2024
Q4 | $2K | Sell |
12
-12
| -50% | -$1.1K | ﹤0.01% | 405 |
|
|
2024
Q3 | $3K | Sell |
24
-49
| -67% | -$4.32K | ﹤0.01% | 384 |
|
|
2024
Q2 | $7K | Hold |
73
| – | – | ﹤0.01% | 328 |
|
|
2024
Q1 | $7K | Sell |
73
-68
| -48% | -$5.49K | ﹤0.01% | 358 |
|
|
2023
Q4 | $11K | Sell |
141
-32,058
| -100% | -$2.39M | ﹤0.01% | 320 |
|
|
2023
Q3 | $2.33M | Sell |
32,199
-14,057
| -30% | -$1.05M | 0.32% | 52 |
|
|
2023
Q2 | $3.44M | Sell |
46,256
-52,397
| -53% | -$3.83M | 0.45% | 40 |
|
|
2023
Q1 | $7.18M | Buy |
98,653
+49,181
| +99% | +$3.53M | 0.95% | 20 |
|
|
2022
Q4 | $3.57M | Sell |
49,472
-10,693
| -18% | -$761K | 0.51% | 39 |
|
|
2022
Q3 | $3.98M | Buy |
60,165
+4,755
| +9% | +$343K | 0.59% | 29 |
|
|
2022
Q2 | $3.89M | Buy |
+55,410
| New | +$4.06M | 0.55% | 27 |
|
|
2018
Q1 | – | Sell |
-1
| Closed | -$1K | – | 474 |
|
|
2017
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 403 |
|
|
2017
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 395 |
|
|
2017
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 374 |
|
|
2017
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 368 |
|
|
2016
Q4 | $1K | Sell |
1
-52
| -98% | -$2.32K | ﹤0.01% | 405 |
|
|
2016
Q3 | $3K | Hold |
53
| – | – | ﹤0.01% | 303 |
|
|
2016
Q2 | $3K | Buy |
+53
| New | +$2.35K | ﹤0.01% | 275 |
|
|
2015
Q4 | – | Sell |
-1
| Closed | -$1K | – | 868 |
|
|
2015
Q3 | $1K | Sell |
1
-88
| -99% | -$3.6K | ﹤0.01% | 796 |
|
|
2015
Q2 | $4K | Sell |
89
-2
| -2% | -$83 | ﹤0.01% | 726 |
|
|
2015
Q1 | $4K | Buy |
91
+1
| +1% | +$41 | ﹤0.01% | 724 |
|
|
2014
Q4 | $4K | Sell |
90
-15
| -14% | -$591 | ﹤0.01% | 571 |
|
|
2014
Q3 | $4K | Sell |
105
-35,565
| -100% | -$1.34M | ﹤0.01% | 544 |
|
|
2014
Q2 | $1.33M | Sell |
35,670
-2,296
| -6% | -$84K | 0.12% | 108 |
|
|
2014
Q1 | $1.37M | Buy |
37,966
+3,403
| +10% | +$120K | 0.14% | 85 |
|
|
2013
Q4 | $1.23M | Sell |
34,563
-17,095
| -33% | -$593K | 0.13% | 86 |
|
|
2013
Q3 | $1.72M | Sell |
51,658
-67,699
| -57% | -$2.26M | 0.22% | 56 |
|
|
2013
Q2 | $3.89M | Buy |
+119,357
| New | +$3.97M | 0.64% | 35 |
|
Other funds holding USMV
CCA
MRC
Transamerica Financial Advisors's USMV Position: Q2 2026 in Review
Transamerica Financial Advisors held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 40 shares worth $3.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.
Transamerica Financial Advisors first reported a position in USMV in Q2 2013 and has held it in 34 quarters since. The position peaked at $7.18M in Q1 2023. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.
- Transamerica Financial Advisors held 40 shares of iShares MSCI USA Min Vol Factor ETF worth $3.91K as of Q2 2026.
- Transamerica Financial Advisors left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
- iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1183 holding.
- Transamerica Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2013 and has held it in 34 quarters since.
- Transamerica Financial Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $7.18M in Q1 2023.
- 1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.
Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.