Apex Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Apex Wealth Management’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	$373K	Buy	3,826 +102	+3%	+$10.1K	0.22%	49
2026 Q2	$359K	Sell	3,724 -298	-7%	-$28.3K	0.22%	53
2026 Q1	$373K	Hold	4,022	–	–	0.26%	50
2025 Q4	$380K	Buy	4,022 +75	+2%	+$7.06K	0.39%	38
2025 Q3	$376K	Buy	3,947 +14	+0.4%	+$1.31K	0.27%	44
2025 Q2	$369K	Buy	3,933 +13	+0.3%	+$1.2K	0.3%	39
2025 Q1	$367K	Sell	3,920 -268	-6%	-$24.7K	0.33%	37
2024 Q4	$372K	Buy	+4,188	New	+$384K	0.32%	40

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Apex Wealth Management's USMV Position: Q3 2026 in Review

Apex Wealth Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.7% in Q3 2026, buying an estimated $10.1K and bringing the position to 3,826 shares worth $373K. The position accounts for 0.22% of the portfolio, ranked #49.

Apex Wealth Management first reported a position in USMV in Q4 2024 and has held it in 8 quarters since. The position peaked at $380K in Q4 2025. 1,090 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Apex Wealth Management held 3,826 shares of iShares MSCI USA Min Vol Factor ETF worth $373K as of Q3 2026.
Apex Wealth Management bought 102 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $10.1K.
iShares MSCI USA Min Vol Factor ETF made up 0.22% of Apex Wealth Management's portfolio in Q3 2026, its #49 holding.
Apex Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 8 quarters since.
Apex Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $380K in Q4 2025.
1,090 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Apex Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.