AA
USMV icon

ACT Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

ACT Advisors’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 		$2.14M Sell
22,006
-82
-0.4% -$8.13K 0.7% 16
2026
Q2 		$2.13M Sell
22,088
-967
-4% -$91.8K 0.71% 17
2026
Q1 		$2.14M Sell
23,055
-188
-0.8% -$17.9K 0.91% 14
2025
Q4 		$2.19M Sell
23,243
-450
-2% -$42.4K 0.86% 15
2025
Q3 		$2.25M Sell
23,693
-1,204
-5% -$113K 0.91% 14
2025
Q2 		$2.34M Sell
24,897
-572
-2% -$52.6K 1.08% 13
2025
Q1 		$2.39M Sell
25,469
-1,454
-5% -$134K 1.29% 12
2024
Q4 		$2.39M Sell
26,923
-129
-0.5% -$11.8K 1.29% 11
2024
Q3 		$2.47M Sell
27,052
-248
-0.9% -$21.9K 1.17% 12
2024
Q2 		$2.29M Sell
27,300
-418
-2% -$34.4K 1.19% 10
2024
Q1 		$2.32M Sell
27,718
-2,515
-8% -$203K 1.27% 12
2023
Q4 		$2.36M Sell
30,233
-228
-0.7% -$17K 1.34% 12
2023
Q3 		$2.2M Sell
30,461
-3,009
-9% -$224K 1.37% 11
2023
Q2 		$2.49M Sell
33,470
-1,934
-5% -$141K 1.64% 10
2023
Q1 		$2.58M Sell
35,404
-3,976
-10% -$286K 1.66% 10
2022
Q4 		$2.84M Buy
39,380
+6
+0% +$427 1.81% 11
2022
Q3 		$2.6M Buy
39,374
+13
+0% +$937 1.82% 7
2022
Q2 		$2.76M Sell
39,361
-2,097
-5% -$154K 2.03% 7
2022
Q1 		$3.22M Sell
41,458
-259
-0.6% -$19.6K 2.07% 7
2021
Q4 		$3.38M Sell
41,717
-2,669
-6% -$207K 2.48% 7
2021
Q3 		$3.26M Sell
44,386
-20,920
-32% -$1.59M 2.52% 8
2021
Q2 		$4.87M Sell
65,306
-3,963
-6% -$286K 3.69% 7
2021
Q1 		$4.97M Sell
69,269
-328,297
-83% -$22.2M 3.93% 7
2020
Q4 		$27M Buy
+397,566
New +$26.2M 24.46% 2

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Armbruster Capital Management
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

ACT Advisors's USMV Position: Q3 2026 in Review

ACT Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.37% in Q3 2026, selling an estimated $8.13K and leaving 22,006 shares worth $2.14M. The position accounts for 0.7% of the portfolio, ranked #16.

ACT Advisors first reported a position in USMV in Q4 2020 and has held it in 24 quarters since. The position peaked at $27M in Q4 2020. 347 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • ACT Advisors held 22,006 shares of iShares MSCI USA Min Vol Factor ETF worth $2.14M as of Q3 2026.
  • ACT Advisors sold 82 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $8.13K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.7% of ACT Advisors's portfolio in Q3 2026, its #16 holding.
  • ACT Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 24 quarters since.
  • ACT Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $27M in Q4 2020.
  • 347 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on ACT Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.