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Atlas Brown’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Atlas Brown’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 		$434K Buy
4,455
+21
+0.5% +$2.08K 0.11% 163
2026
Q2 		$428K Buy
4,434
+33
+0.7% +$3.13K 0.11% 166
2026
Q1 		$408K Buy
4,401
+28
+0.6% +$2.66K 0.12% 153
2025
Q4 		$412K Buy
4,373
+128
+3% +$12.1K 0.12% 151
2025
Q3 		$404K Sell
4,245
-76
-2% -$7.12K 0.12% 152
2025
Q2 		$406K Buy
4,321
+90
+2% +$8.28K 0.13% 152
2025
Q1 		$396K Sell
4,231
-127
-3% -$11.7K 0.14% 142
2024
Q4 		$387K Sell
4,358
-753
-15% -$69.1K 0.13% 146
2024
Q3 		$467K Buy
5,111
+165
+3% +$14.5K 0.16% 129
2024
Q2 		$415K Buy
4,946
+6
+0.1% +$494 0.15% 136
2024
Q1 		$413K Buy
4,940
+1,125
+29% +$90.8K 0.15% 131
2023
Q4 		$298K Buy
3,815
+66
+2% +$4.92K 0.12% 145
2023
Q3 		$271K Buy
3,749
+155
+4% +$11.6K 0.12% 149
2023
Q2 		$267K Buy
3,594
+204
+6% +$14.9K 0.12% 153
2023
Q1 		$247K Buy
3,390
+269
+9% +$19.3K 0.11% 156
2022
Q4 		$225K Sell
3,121
-532
-15% -$37.9K 0.11% 161
2022
Q3 		$241K Sell
3,653
-1,939
-35% -$140K 0.12% 151
2022
Q2 		$393K Buy
5,592
+15
+0.3% +$1.1K 0.19% 126
2022
Q1 		$433K Sell
5,577
-156
-3% -$11.8K 0.18% 132
2021
Q4 		$464K Buy
5,733
+185
+3% +$14.3K 0.18% 131
2021
Q3 		$408K Buy
5,548
+81
+1% +$6.17K 0.18% 131
2021
Q2 		$402K Sell
5,467
-432
-7% -$31.2K 0.17% 132
2021
Q1 		$408K Buy
5,899
+1,486
+34% +$100K 0.19% 126
2020
Q4 		$300K Buy
4,413
+270
+7% +$17.8K 0.16% 137
2020
Q3 		$264K Buy
4,143
+642
+18% +$40.7K 0.16% 131
2020
Q2 		$212K Buy
+3,501
New +$208K 0.13% 141

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
KIA
Koenig Investment Advisory Ashland, Oregon $137M AUM 8.53% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Atlas Brown's USMV Position: Q3 2026 in Review

Atlas Brown increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.47% in Q3 2026, buying an estimated $2.08K and bringing the position to 4,455 shares worth $434K. The position accounts for 0.11% of the portfolio, ranked #163.

Atlas Brown first reported a position in USMV in Q2 2020 and has held it in 26 quarters since. The position peaked at $467K in Q3 2024. 123 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Atlas Brown held 4,455 shares of iShares MSCI USA Min Vol Factor ETF worth $434K as of Q3 2026.
  • Atlas Brown bought 21 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $2.08K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.11% of Atlas Brown's portfolio in Q3 2026, its #163 holding.
  • Atlas Brown first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2020 and has held it in 26 quarters since.
  • Atlas Brown's iShares MSCI USA Min Vol Factor ETF position peaked at $467K in Q3 2024.
  • 123 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Atlas Brown's 13F filing for Q3 2026, filed 9 Oct 2026.