Armbruster Capital Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Armbruster Capital 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 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	$9.45M	Buy	134,529 +51,438	+62%	+$3.77M	2.55%	13
2022 Q1	$6.45M	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	$1.57M	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

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

TWM

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

Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return

Armbruster Capital Management's USMV Position: Q2 2026 in Review

Armbruster Capital Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.33% in Q2 2026, selling an estimated $51.2K and leaving 165,518 shares worth $16M. The position accounts for 2.38% of the portfolio, ranked #13.

Armbruster Capital Management first reported a position in USMV in Q1 2018 and has held it in 34 quarters since. 257 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Armbruster Capital Management held 165,518 shares of iShares MSCI USA Min Vol Factor ETF worth $16M as of Q2 2026.
Armbruster Capital Management sold 540 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $51.2K.
iShares MSCI USA Min Vol Factor ETF made up 2.38% of Armbruster Capital Management's portfolio in Q2 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 34 quarters since.
257 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Armbruster Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.