4J Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

4J Wealth Management’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	$575K	Sell	5,904 -30	-0.5%	-$2.97K	0.27%	60
2026 Q2	$572K	Sell	5,934 -341	-5%	-$32.4K	0.28%	56
2026 Q1	$582K	Hold	6,275	–	–	0.33%	50
2025 Q4	$591K	Sell	6,275 -25	-0.4%	-$2.36K	0.34%	47
2025 Q3	$599K	Sell	6,300 -450	-7%	-$42.1K	0.35%	46
2025 Q2	$634K	Sell	6,750 -517	-7%	-$47.6K	0.43%	44
2025 Q1	$681K	Hold	7,267	–	–	0.54%	37
2024 Q4	$645K	Hold	7,267	–	–	0.52%	36
2024 Q3	$664K	Hold	7,267	–	–	0.51%	37
2024 Q2	$610K	Sell	7,267 -250	-3%	-$20.6K	0.5%	38
2024 Q1	$628K	Hold	7,517	–	–	0.54%	38
2023 Q4	$587K	Sell	7,517 -1,262	-14%	-$94.2K	0.54%	42
2023 Q3	$635K	Sell	8,779 -57	-0.6%	-$4.25K	0.63%	36
2023 Q2	$657K	Sell	8,836 -220	-2%	-$16.1K	0.64%	36
2023 Q1	$659K	Sell	9,056 -1,311	-13%	-$94.2K	0.71%	33
2022 Q4	$747K	Sell	10,367 -209	-2%	-$14.9K	0.87%	28
2022 Q3	$699K	Sell	10,576 -184	-2%	-$13.3K	0.89%	28
2022 Q2	$755K	Sell	10,760 -293	-3%	-$21.4K	0.95%	28
2022 Q1	$857K	Sell	11,053 -230	-2%	-$17.4K	0.75%	31
2021 Q4	$913K	Sell	11,283 -185	-2%	-$14.3K	0.77%	32
2021 Q3	$843K	Sell	11,468 -1,280	-10%	-$97.5K	0.73%	35
2021 Q2	$938K	Sell	12,748 -832	-6%	-$60.1K	0.82%	34
2021 Q1	$940K	Sell	13,580 -5,233	-28%	-$354K	0.87%	30
2020 Q4	$1.28M	Buy	+18,813	New	+$1.24M	1.23%	22

Other funds holding USMV

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

4J Wealth Management's USMV Position: Q3 2026 in Review

4J Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.51% in Q3 2026, selling an estimated $2.97K and leaving 5,904 shares worth $575K. The position accounts for 0.27% of the portfolio, ranked #60.

4J Wealth Management first reported a position in USMV in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.28M in Q4 2020. 843 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

4J Wealth Management held 5,904 shares of iShares MSCI USA Min Vol Factor ETF worth $575K as of Q3 2026.
4J Wealth Management sold 30 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $2.97K.
iShares MSCI USA Min Vol Factor ETF made up 0.27% of 4J Wealth Management's portfolio in Q3 2026, its #60 holding.
4J Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 24 quarters since.
4J Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $1.28M in Q4 2020.
843 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on 4J Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.