AWE
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Avidian Wealth Enterprises’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Avidian Wealth Enterprises’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 		$1.1M Buy
11,333
+4,356
+62% +$432K 0.03% 314
2026
Q2 		$673K Buy
6,977
+35
+0.5% +$3.32K 0.02% 409
2026
Q1 		$644K Sell
6,942
-334
-5% -$31.7K 0.02% 388
2025
Q4 		$685K Buy
7,276
+98
+1% +$9.23K 0.02% 299
2025
Q3 		$683K Sell
7,178
-224
-3% -$21K 0.03% 297
2025
Q2 		$695K Buy
7,402
+16
+0.2% +$1.47K 0.03% 263
2025
Q1 		$692K Buy
7,386
+53
+0.7% +$4.88K 0.03% 246
2024
Q4 		$651K Sell
7,333
-166,312
-96% -$15.3M 0.03% 251
2024
Q3 		$15.9M Buy
173,645
+167,162
+2,578% +$14.7M 0.72% 25
2024
Q2 		$544K Sell
6,483
-1,337
-17% -$110K 0.02% 275
2024
Q1 		$654K Sell
7,820
-7,179
-48% -$579K 0.03% 224
2023
Q4 		$1.17M Sell
14,999
-3,851
-20% -$287K 0.07% 150
2023
Q3 		$1.36M Sell
18,850
-3,506
-16% -$261K 0.1% 132
2023
Q2 		$1.66M Buy
22,356
+2,245
+11% +$164K 0.11% 128
2023
Q1 		$1.46M Buy
20,111
+5,156
+34% +$371K 0.08% 160
2022
Q4 		$1.08M Sell
14,955
-36
-0.2% -$2.56K 0.07% 167
2022
Q3 		$991K Buy
14,991
+4,550
+44% +$328K 0.07% 150
2022
Q2 		$733K Sell
10,441
-8,514
-45% -$623K 0.05% 205
2022
Q1 		$1.47M Buy
18,955
+8
+0% +$606 0.09% 146
2021
Q4 		$1.53M Buy
+18,947
New +$1.47M 0.1% 137
2021
Q1 		– Sell
-6,870
Closed -$466K – 405
2020
Q4 		$466K Buy
6,870
+104
+2% +$6.85K 0.04% 195
2020
Q3 		$431K Buy
6,766
+867
+15% +$55K 0.05% 176
2020
Q2 		$358K Sell
5,899
-1,339
-18% -$79.5K 0.05% 168
2020
Q1 		$391K Sell
7,238
-13,528
-65% -$858K 0.06% 126
2019
Q4 		$1.36M Buy
20,766
+3,913
+23% +$251K 0.19% 53
2019
Q3 		$1.08M Buy
+16,853
New +$1.07M 0.18% 52

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

Avidian Wealth Enterprises's USMV Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 62% in Q3 2026, buying an estimated $432K and bringing the position to 11,333 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #314.

Avidian Wealth Enterprises first reported a position in USMV in Q3 2019 and has held it in 26 quarters since. The position peaked at $15.9M in Q3 2024. 121 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Avidian Wealth Enterprises held 11,333 shares of iShares MSCI USA Min Vol Factor ETF worth $1.1M as of Q3 2026.
  • Avidian Wealth Enterprises bought 4,356 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $432K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #314 holding.
  • Avidian Wealth Enterprises first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and has held it in 26 quarters since.
  • Avidian Wealth Enterprises's iShares MSCI USA Min Vol Factor ETF position peaked at $15.9M in Q3 2024.
  • 121 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.