AR
USMV icon

Apeiron RIA’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Apeiron RIA’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 		– Sell
-4,318
Closed -$400K – 211
2026
Q1 		$400K Sell
4,318
-3,670
-46% -$349K 0.09% 134
2025
Q4 		$757K Sell
7,988
-3,383
-30% -$319K 0.15% 95
2025
Q3 		$1.08M Sell
11,371
-101
-0.9% -$9.46K 0.24% 81
2025
Q2 		$1.08M Buy
11,472
+976
+9% +$89.8K 0.28% 79
2025
Q1 		$983K Buy
10,496
+738
+8% +$67.9K 0.3% 75
2024
Q4 		$866K Buy
9,758
+655
+7% +$60.1K 0.24% 76
2024
Q3 		$831K Buy
9,103
+543
+6% +$47.9K 0.24% 72
2024
Q2 		$719K Sell
8,560
-2,490
-23% -$205K 0.22% 79
2024
Q1 		$924K Sell
11,050
-20,899
-65% -$1.69M 0.27% 67
2023
Q4 		$2.49M Sell
31,949
-5,563
-15% -$415K 0.78% 32
2023
Q3 		$2.72M Buy
37,512
+4,628
+14% +$345K 0.93% 28
2023
Q2 		$2.44M Buy
32,884
+3,309
+11% +$242K 0.84% 29
2023
Q1 		$2.15M Sell
29,575
-2,216
-7% -$159K 0.74% 31
2022
Q4 		$2.29M Buy
31,791
+2,587
+9% +$184K 0.88% 25
2022
Q3 		$1.93M Buy
29,204
+8,163
+39% +$589K 0.89% 24
2022
Q2 		$665 Buy
21,041
+4,349
+26% +$318K 0.19% 56
2022
Q1 		$1.32M Sell
16,692
-500
-3% -$37.9K 0.63% 35
2021
Q4 		$1.39M Buy
+17,192
New +$1.33M 0.57% 38

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 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

Apeiron RIA's USMV Position: Q2 2026 in Review

Apeiron RIA sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 4,318 shares — an estimated $400K sold.

Apeiron RIA first reported a position in USMV in Q4 2021 and held it in 18 quarters. The position peaked at $2.72M in Q3 2023. 340 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Apeiron RIA reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Apeiron RIA sold 4,318 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $400K.
  • Apeiron RIA first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and held it in 18 quarters.
  • Apeiron RIA's iShares MSCI USA Min Vol Factor ETF position peaked at $2.72M in Q3 2023.
  • 340 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Apeiron RIA's 13F filing for Q2 2026, filed 16 Jul 2026.