STACKSTONE WEALTH, LLC’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

STACKSTONE WEALTH, LLC’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	$1.9M	Buy	+19,478	New	+$1.93M	0.19%	143

Other funds holding USMV

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

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

KIA

Koenig Investment Advisory Ashland, Oregon $137M AUM 8.53% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

STACKSTONE WEALTH, LLC's USMV Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2026: 19,478 shares worth $1.9M. The stake represents 0.19% of the portfolio and ranks #143 among its holdings.

304 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

STACKSTONE WEALTH, LLC held 19,478 shares of iShares MSCI USA Min Vol Factor ETF worth $1.9M as of Q3 2026.
iShares MSCI USA Min Vol Factor ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.19% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #143 holding.
304 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.