Aspect Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Aspect Partners’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	$1.23M	Buy	12,629 +1,930	+18%	+$191K	0.47%	31
2026 Q2	$1.03M	Buy	10,699 +4,901	+85%	+$465K	0.39%	31
2026 Q1	$538K	Buy	5,798 +2,189	+61%	+$208K	0.22%	44
2025 Q4	$340K	Sell	3,609 -341	-9%	-$32.1K	0.15%	60
2025 Q3	$376K	Buy	3,950 +2	+0.1%	+$187	0.17%	57
2025 Q2	$371K	Sell	3,948 -9	-0.2%	-$828	0.18%	53
2025 Q1	$371K	Buy	3,957 +3,476	+723%	+$320K	0.21%	46
2024 Q4	$42.7K	Sell	481 -32	-6%	-$2.94K	0.02%	139
2024 Q3	$46.8K	Sell	513 -91	-15%	-$8.02K	0.03%	124
2024 Q2	$50.7K	Hold	604	–	–	0.03%	119
2024 Q1	$50.5K	Hold	604	–	–	0.04%	119
2023 Q4	$47.1K	Buy	+604	New	+$45.1K	0.03%	118

Other funds holding USMV

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Aspect Partners's USMV Position: Q3 2026 in Review

Aspect Partners increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 18% in Q3 2026, buying an estimated $191K and bringing the position to 12,629 shares worth $1.23M. The position accounts for 0.47% of the portfolio, ranked #31.

Aspect Partners first reported a position in USMV in Q4 2023 and has held it in 12 quarters since. 448 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Aspect Partners held 12,629 shares of iShares MSCI USA Min Vol Factor ETF worth $1.23M as of Q3 2026.
Aspect Partners bought 1,930 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $191K.
iShares MSCI USA Min Vol Factor ETF made up 0.47% of Aspect Partners's portfolio in Q3 2026, its #31 holding.
Aspect Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 12 quarters since.
448 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.