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

Byrne 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 		$22.2K Hold
226
– – 0.01% 370
2026
Q2 		$21.8K Buy
+226
New +$21.4K 0.01% 360

Other funds holding USMV

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

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

Byrne Asset Management held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q3 2026 at 226 shares worth $22.2K. The position accounts for 0.01% of the portfolio, ranked #370.

Byrne Asset Management first reported a position in USMV in Q2 2026 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Byrne Asset Management held 226 shares of iShares MSCI USA Min Vol Factor ETF worth $22.2K as of Q3 2026.
  • Byrne Asset Management left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of Byrne Asset Management's portfolio in Q3 2026, its #370 holding.
  • Byrne Asset Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2026 and has held it in 2 quarters since.
  • 96 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.