Apeiron RIA
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
Q3 		$378K Buy
+3,860
New +$383K 0.09% 98
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 		$665K 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 $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
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 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
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

Apeiron RIA's USMV Position: Q3 2026 in Review

Apeiron RIA opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2026: 3,860 shares worth $378K. The stake represents 0.09% of the portfolio and ranks #98 among its holdings. This is a return to the name: Apeiron RIA previously reported a position in USMV as recently as Q1 2026.

Apeiron RIA first reported a position in USMV in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.72M in Q3 2023. 595 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Apeiron RIA held 3,860 shares of iShares MSCI USA Min Vol Factor ETF worth $378K as of Q3 2026.
  • iShares MSCI USA Min Vol Factor ETF was a new Apeiron RIA position in Q3 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.09% of Apeiron RIA's portfolio in Q3 2026, its #98 holding.
  • Apeiron RIA first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • Apeiron RIA's iShares MSCI USA Min Vol Factor ETF position peaked at $2.72M in Q3 2023.
  • 595 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Apeiron RIA's 13F filing for Q3 2026, filed 8 Oct 2026.