Client 1st Advisory Group
USMV icon

Client 1st Advisory Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Client 1st Advisory Group’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 		$611K Sell
6,271
-529
-8% -$52.4K 0.16% 68
2026
Q2 		$656K Sell
6,800
-124
-2% -$11.8K 0.17% 69
2026
Q1 		$642K Sell
6,924
-170
-2% -$16.1K 0.2% 64
2025
Q4 		$668K Sell
7,094
-1,269
-15% -$120K 0.21% 60
2025
Q3 		$796K Sell
8,363
-619
-7% -$58K 0.26% 47
2025
Q2 		$843K Sell
8,982
-377
-4% -$34.7K 0.31% 41
2025
Q1 		$877K Sell
9,359
-339
-3% -$31.2K 0.34% 43
2024
Q4 		$861K Sell
9,698
-2,319
-19% -$213K 0.33% 44
2024
Q3 		$1.1M Sell
12,017
-1,453
-11% -$128K 0.44% 34
2024
Q2 		$1.13M Sell
13,470
-4,228
-24% -$348K 0.49% 31
2024
Q1 		$1.48M Sell
17,698
-3,666
-17% -$296K 0.66% 23
2023
Q4 		$1.67M Sell
21,364
-4,722
-18% -$352K 0.81% 21
2023
Q3 		$1.89M Sell
26,086
-3,043
-10% -$227K 1% 21
2023
Q2 		$2.17M Sell
29,129
-800
-3% -$58.5K 1.14% 21
2023
Q1 		$2.18M Buy
29,929
+7,862
+36% +$565K 1.18% 17
2022
Q4 		$1.59M Buy
22,067
+4,052
+22% +$288K 0.93% 21
2022
Q3 		$1.19M Buy
18,015
+1,982
+12% +$143K 0.74% 23
2022
Q2 		$1.13M Buy
16,033
+83
+0.5% +$6.08K 0.67% 24
2022
Q1 		$1.24M Buy
15,950
+2,504
+19% +$190K 0.6% 26
2021
Q4 		$1.09M Buy
13,446
+2,745
+26% +$213K 0.53% 28
2021
Q3 		$787K Sell
10,701
-5,769
-35% -$439K 0.4% 35
2021
Q2 		$1.21M Sell
16,470
-23,653
-59% -$1.71M 0.63% 28
2021
Q1 		$2.78M Sell
40,123
-8,919
-18% -$603K 1.59% 19
2020
Q4 		$3.3M Buy
49,042
+1,459
+3% +$96K 2.14% 17
2020
Q3 		$3.18M Buy
47,583
+10,637
+29% +$675K 2.23% 15
2020
Q2 		$2.33M Buy
+36,946
New +$2.19M 1.93% 18

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
Lineweaver Wealth Advisors
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Trinity Wealth Management
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

Client 1st Advisory Group's USMV Position: Q3 2026 in Review

Client 1st Advisory Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 7.8% in Q3 2026, selling an estimated $52.4K and leaving 6,271 shares worth $611K. The position accounts for 0.16% of the portfolio, ranked #68.

Client 1st Advisory Group first reported a position in USMV in Q2 2020 and has held it in 26 quarters since. The position peaked at $3.3M in Q4 2020. 363 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Client 1st Advisory Group held 6,271 shares of iShares MSCI USA Min Vol Factor ETF worth $611K as of Q3 2026.
  • Client 1st Advisory Group sold 529 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $52.4K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.16% of Client 1st Advisory Group's portfolio in Q3 2026, its #68 holding.
  • Client 1st Advisory Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2020 and has held it in 26 quarters since.
  • Client 1st Advisory Group's iShares MSCI USA Min Vol Factor ETF position peaked at $3.3M in Q4 2020.
  • 363 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.