Belpointe Asset Management
USMV icon

Belpointe Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Belpointe Asset 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
Q3 		$602K Sell
6,177
-1,514
-20% -$150K 0.02% 681
2026
Q2 		$742K Buy
7,691
+1,336
+21% +$127K 0.02% 586
2026
Q1 		$589K Sell
6,355
-138
-2% -$13.1K 0.02% 639
2025
Q4 		$611K Buy
6,493
+123
+2% +$11.6K 0.02% 594
2025
Q3 		$606K Sell
6,370
-3
-0% -$281 0.02% 571
2025
Q2 		$598K Buy
6,373
+67
+1% +$6.16K 0.02% 516
2025
Q1 		$591K Sell
6,306
-41
-0.6% -$3.77K 0.03% 518
2024
Q4 		$580K Buy
6,347
+9
+0.1% +$826 0.03% 476
2024
Q3 		$579K Sell
6,338
-1,640
-21% -$145K 0.03% 468
2024
Q2 		$670K Buy
7,978
+1,655
+26% +$136K 0.05% 384
2024
Q1 		$529K Buy
6,323
+376
+6% +$30.3K 0.04% 424
2023
Q4 		$464K Buy
5,947
+2,377
+67% +$177K 0.04% 391
2023
Q3 		$258K Buy
3,570
+380
+12% +$28.3K 0.03% 528
2023
Q2 		$237K Sell
3,190
-71,743
-96% -$5.24M 0.03% 521
2023
Q1 		$5.45M Sell
74,933
-945
-1% -$67.9K 0.29% 51
2022
Q4 		$5.47M Buy
75,878
+1,526
+2% +$109K 0.33% 53
2022
Q3 		$4.91M Buy
74,352
+759
+1% +$54.7K 0.33% 55
2022
Q2 		$5.17M Buy
73,593
+1,658
+2% +$121K 0.35% 51
2022
Q1 		$5.58M Sell
71,935
-75
-0.1% -$5.68K 0.34% 52
2021
Q4 		$5.82M Buy
72,010
+12,446
+21% +$964K 0.36% 46
2021
Q3 		$4.38M Buy
59,564
+283
+0.5% +$21.6K 0.3% 64
2021
Q2 		$4.36M Sell
59,281
-6,416
-10% -$464K 0.31% 59
2021
Q1 		$4.54M Sell
65,697
-6,389
-9% -$432K 0.39% 43
2020
Q4 		$4.89M Buy
72,086
+7,683
+12% +$506K 0.44% 41
2020
Q3 		$4.1M Sell
64,403
-879
-1% -$55.8K 0.46% 40
2020
Q2 		$3.96M Sell
65,282
-633
-1% -$37.6K 0.51% 34
2020
Q1 		$3.56M Sell
65,915
-36,802
-36% -$2.33M 0.62% 28
2019
Q4 		$6.74M Buy
102,717
+35,468
+53% +$2.28M 0.86% 16
2019
Q3 		$4.31M Sell
67,249
-4,772
-7% -$302K 0.7% 26
2019
Q2 		$4.45M Buy
+72,021
New +$4.32M 0.87% 19
2019
Q1 		– Sell
-35,183
Closed -$1.84M – 566
2018
Q4 		$1.84M Buy
35,183
+3,118
+10% +$171K 0.47% 37
2018
Q3 		$1.83M Buy
32,065
+15,500
+94% +$864K 0.29% 65
2018
Q2 		$881K Sell
16,565
-718
-4% -$37.8K 0.25% 75
2018
Q1 		$898K Sell
17,283
-12,496
-42% -$661K 0.26% 71
2017
Q4 		$1.57M Buy
29,779
+3,893
+15% +$202K 0.34% 57
2017
Q3 		$1.3M Buy
+25,886
New +$1.29M 0.3% 68

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Belpointe Asset Management's USMV Position: Q3 2026 in Review

Belpointe Asset Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 20% in Q3 2026, selling an estimated $150K and leaving 6,177 shares worth $602K. The position accounts for 0.02% of the portfolio, ranked #681.

Belpointe Asset Management first reported a position in USMV in Q3 2017 and has held it in 36 quarters since. The position peaked at $6.74M in Q4 2019. 1,090 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Belpointe Asset Management held 6,177 shares of iShares MSCI USA Min Vol Factor ETF worth $602K as of Q3 2026.
  • Belpointe Asset Management sold 1,514 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $150K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.02% of Belpointe Asset Management's portfolio in Q3 2026, its #681 holding.
  • Belpointe Asset Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2017 and has held it in 36 quarters since.
  • Belpointe Asset Management's iShares MSCI USA Min Vol Factor ETF position peaked at $6.74M in Q4 2019.
  • 1,090 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.