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

Brown Wealth 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	$3.2M	Sell	32,861 -1,466	-4%	-$145K	0.7%	29
2026 Q2	$3.31M	Sell	34,327 -158	-0.5%	-$15K	0.74%	28
2026 Q1	$3.2M	Sell	34,485 -65	-0.2%	-$6.17K	0.82%	27
2025 Q4	$3.25M	Buy	34,550 +104	+0.3%	+$9.8K	0.86%	28
2025 Q3	$3.28M	Sell	34,446 -278	-0.8%	-$26K	0.92%	28
2025 Q2	$3.26M	Sell	34,724 -1,011	-3%	-$93K	1.01%	26
2025 Q1	$3.35M	Sell	35,735 -859	-2%	-$79K	1.15%	22
2024 Q4	$3.25M	Sell	36,594 -4,759	-12%	-$437K	1.15%	20
2024 Q3	$3.78M	Sell	41,353 -380	-0.9%	-$33.5K	1.36%	18
2024 Q2	$3.5M	Sell	41,733 -480	-1%	-$39.6K	1.41%	17
2024 Q1	$3.53M	Sell	42,213 -1,335	-3%	-$108K	1.46%	18
2023 Q4	$3.4M	Sell	43,548 -6,566	-13%	-$490K	1.5%	19
2023 Q3	$3.63M	Sell	50,114 -42,620	-46%	-$3.18M	1.73%	19
2023 Q2	$6.89M	Buy	+92,734	New	+$6.78M	3.56%	7

Other funds holding USMV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Brown Wealth Management's USMV Position: Q3 2026 in Review

Brown Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 4.3% in Q3 2026, selling an estimated $145K and leaving 32,861 shares worth $3.2M. The position accounts for 0.7% of the portfolio, ranked #29.

Brown Wealth Management first reported a position in USMV in Q2 2023 and has held it in 14 quarters since. The position peaked at $6.89M in Q2 2023. 491 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Brown Wealth Management held 32,861 shares of iShares MSCI USA Min Vol Factor ETF worth $3.2M as of Q3 2026.
Brown Wealth Management sold 1,466 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $145K.
iShares MSCI USA Min Vol Factor ETF made up 0.7% of Brown Wealth Management's portfolio in Q3 2026, its #29 holding.
Brown Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2023 and has held it in 14 quarters since.
Brown Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $6.89M in Q2 2023.
491 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.