Atwood & Palmer’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Atwood & Palmer’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	–	Sell	-10	Closed	-$965	–	518
2026 Q2	$965	Buy	+10	New	+$949	﹤0.01%	457
2026 Q1	–	Sell	-31	Closed	-$2.92K	–	558
2025 Q4	$2.92K	Buy	+31	New	+$2.92K	﹤0.01%	433
2022 Q1	–	Sell	-175	Closed	-$14K	–	467
2021 Q4	$14K	Hold	175	–	–	﹤0.01%	351
2021 Q3	$13K	Sell	175 -26	-13%	-$1.98K	﹤0.01%	341
2021 Q2	$15K	Hold	201	–	–	﹤0.01%	310
2021 Q1	$14K	Sell	201 -4	-2%	-$270	﹤0.01%	324
2020 Q4	$14K	Buy	+205	New	+$13.5K	﹤0.01%	304
2020 Q1	–	Sell	-4,830	Closed	-$317K	–	327
2019 Q4	$317K	Hold	4,830	–	–	0.04%	103
2019 Q3	$310K	Buy	+4,830	New	+$306K	0.04%	102

Other funds holding USMV

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

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

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

IIM

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Atwood & Palmer's USMV Position: Q3 2026 in Review

Atwood & Palmer sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2026, closing a stake of 10 shares — an estimated $965 sold.

Atwood & Palmer first reported a position in USMV in Q3 2019 and held it in 9 quarters. The position peaked at $317K in Q4 2019. 82 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Atwood & Palmer reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2026 after selling out during the quarter.
Atwood & Palmer sold 10 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $965.
Atwood & Palmer first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and held it in 9 quarters.
Atwood & Palmer's iShares MSCI USA Min Vol Factor ETF position peaked at $317K in Q4 2019.
82 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.