Acima Private Wealth’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Acima Private Wealth’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	$10.3K	Hold	106	–	–	﹤0.01%	164
2026 Q2	$10.2K	Hold	106	–	–	﹤0.01%	163
2026 Q1	$9.83K	Sell	106 -82	-44%	-$7.79K	﹤0.01%	167
2025 Q4	$17.7K	Hold	188	–	–	0.01%	154
2025 Q3	$17.9K	Sell	188 -32	-15%	-$3K	0.01%	158
2025 Q2	$20.7K	Hold	220	–	–	0.01%	161
2025 Q1	$20.6K	Hold	220	–	–	0.01%	162
2024 Q4	$19.5K	Hold	220	–	–	0.01%	167
2024 Q3	$20.1K	Hold	220	–	–	0.01%	166
2024 Q2	$18.5K	Hold	220	–	–	0.01%	164
2024 Q1	$18.4K	Hold	220	–	–	0.01%	171
2023 Q4	$17.2K	Sell	220 -3,055	-93%	-$228K	0.01%	185
2023 Q3	$237K	Hold	3,275	–	–	0.11%	118
2023 Q2	$243K	Hold	3,275	–	–	0.12%	119
2023 Q1	$238K	Hold	3,275	–	–	0.12%	118
2022 Q4	$236K	Hold	3,275	–	–	0.12%	116
2022 Q3	$216K	Hold	3,275	–	–	0.11%	111
2022 Q2	$230K	Hold	3,275	–	–	0.11%	111
2022 Q1	$254K	Sell	3,275 -1,156	-26%	-$87.5K	0.12%	118
2021 Q4	$358K	Buy	4,431 +1,421	+47%	+$110K	0.15%	101
2021 Q3	$221K	Hold	3,010	–	–	0.1%	121
2021 Q2	$222K	Hold	3,010	–	–	0.1%	120
2021 Q1	$208K	Hold	3,010	–	–	0.1%	119
2020 Q4	$204K	Buy	3,010 +880	+41%	+$57.9K	0.11%	119
2020 Q3	$136K	Hold	2,130	–	–	0.08%	124
2020 Q2	$129K	Hold	2,130	–	–	0.08%	134
2020 Q1	$115K	Hold	2,130	–	–	0.09%	140
2019 Q4	$140K	Hold	2,130	–	–	0.1%	153
2019 Q3	$136K	Hold	2,130	–	–	0.1%	147
2019 Q2	$131K	Hold	2,130	–	–	0.1%	143
2019 Q1	$125K	Hold	2,130	–	–	0.11%	140
2018 Q4	$112K	Buy	+2,130	New	+$117K	0.11%	145

Other funds holding USMV

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

LWA

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 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

SPWG

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

IWMWV

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 9.78% 1-Year Est. Return

PCFFS

Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Acima Private Wealth's USMV Position: Q3 2026 in Review

Acima Private Wealth held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q3 2026 at 106 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #164.

Acima Private Wealth first reported a position in USMV in Q4 2018 and has held it in 32 quarters since. The position peaked at $358K in Q4 2021. 188 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Acima Private Wealth held 106 shares of iShares MSCI USA Min Vol Factor ETF worth $10.3K as of Q3 2026.
Acima Private Wealth left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q3 2026.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Acima Private Wealth's portfolio in Q3 2026, its #164 holding.
Acima Private Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 32 quarters since.
Acima Private Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $358K in Q4 2021.
188 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.