Armbruster Capital Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $15.8M | Sell |
161,818
-3,700
| -2% | -$367K | 2.37% | 13 |
|
|
2026
Q2 | $16M | Sell |
165,518
-540
| -0.3% | -$51.2K | 2.38% | 13 |
|
|
2026
Q1 | $15.4M | Buy |
166,058
+1,880
| +1% | +$179K | 2.52% | 12 |
|
|
2025
Q4 | $15.5M | Sell |
164,178
-2,184
| -1% | -$206K | 2.6% | 12 |
|
|
2025
Q3 | $15.8M | Sell |
166,362
-729
| -0.4% | -$68.3K | 2.69% | 12 |
|
|
2025
Q2 | $15.7M | Buy |
167,091
+3,975
| +2% | +$366K | 2.84% | 12 |
|
|
2025
Q1 | $15.3M | Sell |
163,116
-1,121
| -0.7% | -$103K | 3.05% | 11 |
|
|
2024
Q4 | $14.6M | Sell |
164,237
-430
| -0.3% | -$39.4K | 2.96% | 10 |
|
|
2024
Q3 | $15M | Sell |
164,667
-7,396
| -4% | -$652K | 2.99% | 11 |
|
|
2024
Q2 | $14.4M | Sell |
172,063
-2,995
| -2% | -$247K | 3% | 11 |
|
|
2024
Q1 | $14.6M | Sell |
175,058
-1,615
| -0.9% | -$130K | 3.11% | 10 |
|
|
2023
Q4 | $13.8M | Buy |
176,673
+28,588
| +19% | +$2.13M | 3.14% | 10 |
|
|
2023
Q3 | $10.7M | Buy |
148,085
+5,250
| +4% | +$391K | 2.71% | 12 |
|
|
2023
Q2 | $10.6M | Sell |
142,835
-1,644
| -1% | -$120K | 2.61% | 12 |
|
|
2023
Q1 | $10.5M | Buy |
144,479
+5,025
| +4% | +$361K | 2.68% | 11 |
|
|
2022
Q4 | $10.1M | Sell |
139,454
-400
| -0.3% | -$28.5K | 2.61% | 12 |
|
|
2022
Q3 | $9.24M | Buy |
139,854
+5,325
| +4% | +$384K | 2.64% | 12 |
|
|
2022
Q2 | $9.44M | Buy |
134,529
+51,438
| +62% | +$3.77M | 2.55% | 13 |
|
|
2022
Q1 | $6.44M | Sell |
83,091
-3,338
| -4% | -$253K | 1.55% | 18 |
|
|
2021
Q4 | $6.99M | Buy |
86,429
+305
| +0.4% | +$23.6K | 1.6% | 17 |
|
|
2021
Q3 | $6.33M | Hold |
86,124
| – | – | 1.81% | 17 |
|
|
2021
Q2 | $6.34M | Sell |
86,124
-8,500
| -9% | -$614K | 1.79% | 18 |
|
|
2021
Q1 | $6.55M | Buy |
94,624
+800
| +0.9% | +$54.1K | 1.94% | 16 |
|
|
2020
Q4 | $6.37M | Sell |
93,824
-4,917
| -5% | -$324K | 2.14% | 15 |
|
|
2020
Q3 | $6.29M | Sell |
98,741
-4,150
| -4% | -$263K | 2.42% | 13 |
|
|
2020
Q2 | $6.24M | Sell |
102,891
-9,250
| -8% | -$549K | 2.5% | 13 |
|
|
2020
Q1 | $6.06M | Buy |
112,141
+84,811
| +310% | +$5.38M | 2.85% | 8 |
|
|
2019
Q4 | $1.79M | Buy |
27,330
+1,804
| +7% | +$116K | 0.69% | 24 |
|
|
2019
Q3 | $1.64M | Buy |
25,526
+4
| +0% | +$253 | 0.68% | 23 |
|
|
2019
Q2 | $1.58M | Sell |
25,522
-896
| -3% | -$53.8K | 0.66% | 24 |
|
|
2019
Q1 | $1.55M | Buy |
26,418
+153
| +0.6% | +$8.57K | 0.67% | 25 |
|
|
2018
Q4 | $1.38M | Buy |
26,265
+9,258
| +54% | +$509K | 0.68% | 23 |
|
|
2018
Q3 | $970K | Buy |
17,007
+4
| +0% | +$223 | 0.42% | 27 |
|
|
2018
Q2 | $904K | Hold |
17,003
| – | – | 0.42% | 25 |
|
|
2018
Q1 | $883K | Buy |
+17,003
| New | +$900K | 0.41% | 26 |
|
Other funds holding USMV
Armbruster Capital Management's USMV Position: Q3 2026 in Review
Armbruster Capital Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.2% in Q3 2026, selling an estimated $367K and leaving 161,818 shares worth $15.8M. The position accounts for 2.37% of the portfolio, ranked #13.
Armbruster Capital Management first reported a position in USMV in Q1 2018 and has held it in 35 quarters since. The position peaked at $16M in Q2 2026. 554 funds tracked by Wall St. Rank hold USMV as of Q3 2026.
- Armbruster Capital Management held 161,818 shares of iShares MSCI USA Min Vol Factor ETF worth $15.8M as of Q3 2026.
- Armbruster Capital Management sold 3,700 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $367K.
- iShares MSCI USA Min Vol Factor ETF made up 2.37% of Armbruster Capital Management's portfolio in Q3 2026, its #13 holding.
- Armbruster Capital Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2018 and has held it in 35 quarters since.
- Armbruster Capital Management's iShares MSCI USA Min Vol Factor ETF position peaked at $16M in Q2 2026.
- 554 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.
Based on Armbruster Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.