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

Centurion 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	$1.75M	Sell	17,911 -308	-2%	-$30.5K	0.42%	58
2026 Q2	$1.76M	Sell	18,219 -4,822	-21%	-$458K	0.42%	58
2026 Q1	$2.14M	Buy	23,041 +47	+0.2%	+$4.46K	0.48%	52
2025 Q4	$2.17M	Sell	22,994 -30	-0.1%	-$2.83K	0.47%	52
2025 Q3	$2.19M	Buy	23,024 +97	+0.4%	+$9.08K	0.5%	51
2025 Q2	$2.15M	Sell	22,927 -151	-0.7%	-$13.9K	0.62%	40
2025 Q1	$2.05M	Hold	23,078	–	–	0.64%	33
2024 Q4	$2.05M	Sell	23,078 -1,778	-7%	-$163K	0.64%	33
2024 Q3	$2.27M	Buy	+24,856	New	+$2.19M	0.72%	28
2024 Q1	$1.81M	Sell	21,632 -5,395	-20%	-$435K	0.71%	27
2023 Q4	$2.11M	Sell	27,027 -13,876	-34%	-$1.04M	0.9%	23
2023 Q3	$2.96M	Sell	40,903 -4,873	-11%	-$363K	1.45%	18
2023 Q2	$3.4M	Sell	45,776 -264	-0.6%	-$19.3K	1.64%	17
2023 Q1	$3.35M	Buy	46,040 +10,583	+30%	+$761K	1.7%	16
2022 Q4	$2.56M	Buy	+35,457	New	+$2.52M	1.44%	18

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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 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

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

Centurion Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.7% in Q3 2026, selling an estimated $30.5K and leaving 17,911 shares worth $1.75M. The position accounts for 0.42% of the portfolio, ranked #58.

Centurion Wealth Management first reported a position in USMV in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.4M in Q2 2023. 550 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Centurion Wealth Management held 17,911 shares of iShares MSCI USA Min Vol Factor ETF worth $1.75M as of Q3 2026.
Centurion Wealth Management sold 308 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $30.5K.
iShares MSCI USA Min Vol Factor ETF made up 0.42% of Centurion Wealth Management's portfolio in Q3 2026, its #58 holding.
Centurion Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
Centurion Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $3.4M in Q2 2023.
550 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

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