Brady Martz Wealth Solutions’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Brady Martz Wealth Solutions’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	$552K	Hold	5,664	–	–	0.08%	149
2026 Q2	$546K	Hold	5,664	–	–	0.08%	144
2026 Q1	$525K	Hold	5,664	–	–	0.09%	128
2025 Q4	$533K	Hold	5,664	–	–	0.09%	123
2025 Q3	$539K	Hold	5,664	–	–	0.1%	114
2025 Q2	$532K	Buy	+5,664	New	+$521K	0.1%	114

Other funds holding USMV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 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

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Brady Martz Wealth Solutions's USMV Position: Q3 2026 in Review

Brady Martz Wealth Solutions held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q3 2026 at 5,664 shares worth $552K. The position accounts for 0.08% of the portfolio, ranked #149.

Brady Martz Wealth Solutions first reported a position in USMV in Q2 2025 and has held it in 6 quarters since. 843 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Brady Martz Wealth Solutions held 5,664 shares of iShares MSCI USA Min Vol Factor ETF worth $552K as of Q3 2026.
Brady Martz Wealth Solutions left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q3 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.08% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #149 holding.
Brady Martz Wealth Solutions first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2025 and has held it in 6 quarters since.
843 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.