Altus Wealth Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Altus Wealth Group’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 Q2	$229K	Sell	2,379 -40	-2%	-$3.8K	0.08%	138
2026 Q1	$224K	Sell	2,419 -3,332	-58%	-$316K	0.09%	128
2025 Q4	$542K	Sell	5,751 -985	-15%	-$92.8K	0.22%	82
2025 Q3	$641K	Sell	6,736 -91	-1%	-$8.52K	0.26%	72
2025 Q2	$641K	Sell	6,827 -245	-3%	-$22.5K	0.28%	68
2025 Q1	$662K	Sell	7,072 -41,342	-85%	-$3.8M	0.31%	64
2024 Q4	$4.3M	Sell	48,414 -3,853	-7%	-$353K	1.9%	12
2024 Q3	$4.77M	Sell	52,267 -7,487	-13%	-$660K	2.04%	13
2024 Q2	$5.02M	Sell	59,754 -17,303	-22%	-$1.43M	2.51%	11
2024 Q1	$6.44M	Sell	77,057 -6,311	-8%	-$509K	3.23%	7
2023 Q4	$6.51M	Sell	83,368 -523	-0.6%	-$39K	3.6%	6
2023 Q3	$6.07M	Buy	83,891 +423	+0.5%	+$31.5K	3.85%	6
2023 Q2	$6.2M	Buy	83,468 +1,305	+2%	+$95.4K	3.81%	5
2023 Q1	$5.98M	Sell	82,163 -41	-0%	-$2.95K	4.03%	4
2022 Q4	$5.93M	Buy	82,204 +24,142	+42%	+$1.72M	4.5%	4
2022 Q3	$4.27M	Hold	58,062	–	–	4.24%	3
2022 Q2	$4.27M	Sell	58,062 -19,619	-25%	-$1.44M	4.24%	3
2022 Q1	$6.03M	Sell	77,681 -5,966	-7%	-$452K	4.94%	3
2021 Q4	$6.77M	Buy	83,647 +25,585	+44%	+$1.98M	5.58%	3
2021 Q3	$4.27M	Sell	58,062 -5,952	-9%	-$453K	4.24%	3
2021 Q2	$4.71M	Buy	64,014 +478	+0.8%	+$34.5K	4.6%	3
2021 Q1	$4.58M	Sell	63,536 -9,381	-13%	-$634K	4.55%	3
2020 Q4	$4.95M	Buy	+72,917	New	+$4.8M	4.73%	3

Other funds holding USMV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Altus Wealth Group's USMV Position: Q2 2026 in Review

Altus Wealth Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.7% in Q2 2026, selling an estimated $3.8K and leaving 2,379 shares worth $229K. The position accounts for 0.08% of the portfolio, ranked #138.

Altus Wealth Group first reported a position in USMV in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.77M in Q4 2021. 257 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Altus Wealth Group held 2,379 shares of iShares MSCI USA Min Vol Factor ETF worth $229K as of Q2 2026.
Altus Wealth Group sold 40 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $3.8K.
iShares MSCI USA Min Vol Factor ETF made up 0.08% of Altus Wealth Group's portfolio in Q2 2026, its #138 holding.
Altus Wealth Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 23 quarters since.
Altus Wealth Group's iShares MSCI USA Min Vol Factor ETF position peaked at $6.77M in Q4 2021.
257 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.