Able Wealth Management
USMV icon

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

Able 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 		$8.33M Buy
84,190
+2,379
+3% +$236K 1.83% 13
2026
Q2 		$7.89M Buy
81,811
+252
+0.3% +$23.9K 1.81% 14
2026
Q1 		$7.56M Buy
81,559
+6,696
+9% +$636K 2.02% 13
2025
Q4 		$7.05M Buy
74,863
+2,469
+3% +$233K 2.23% 12
2025
Q3 		$6.89M Buy
72,394
+878
+1% +$82.2K 2.59% 14
2025
Q2 		$6.71M Buy
71,516
+1,205
+2% +$111K 3.39% 8
2025
Q1 		$6.59M Buy
70,311
+1,018
+1% +$93.7K 3.89% 4
2024
Q4 		$6.15M Buy
69,293
+981
+1% +$90K 4.05% 5
2024
Q3 		$6.24M Buy
68,312
+116
+0.2% +$10.2K 4.73% 4
2024
Q2 		$5.73M Sell
68,196
-981
-1% -$80.8K 4.71% 4
2024
Q1 		$5.78M Buy
69,177
+904
+1% +$72.9K 5.04% 4
2023
Q4 		$5.33M Buy
+68,273
New +$5.09M 4.84% 4

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
Lineweaver Wealth Advisors
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Able Wealth Management's USMV Position: Q3 2026 in Review

Able Wealth Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.9% in Q3 2026, buying an estimated $236K and bringing the position to 84,190 shares worth $8.33M. The position accounts for 1.83% of the portfolio, ranked #13.

Able Wealth Management first reported a position in USMV in Q4 2023 and has held it in 12 quarters since. 491 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Able Wealth Management held 84,190 shares of iShares MSCI USA Min Vol Factor ETF worth $8.33M as of Q3 2026.
  • Able Wealth Management bought 2,379 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $236K.
  • iShares MSCI USA Min Vol Factor ETF made up 1.83% of Able Wealth Management's portfolio in Q3 2026, its #13 holding.
  • Able Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 12 quarters since.
  • 491 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.