Concord Wealth Partners
USMV icon

Concord Wealth Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Concord Wealth Partners’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 		$505K Sell
5,182
-90
-2% -$8.92K 0.06% 153
2026
Q2 		$509K Sell
5,272
-391
-7% -$37.1K 0.06% 154
2026
Q1 		$525K Hold
5,663
– – 0.07% 145
2025
Q4 		$533K Sell
5,663
-211
-4% -$19.9K 0.07% 146
2025
Q3 		$559K Hold
5,874
– – 0.08% 146
2025
Q2 		$551K Buy
5,874
+281
+5% +$25.9K 0.08% 148
2025
Q1 		$524K Hold
5,593
– – 0.09% 144
2024
Q4 		$497K Hold
5,593
– – 0.08% 144
2024
Q3 		$511K Hold
5,593
– – 0.09% 133
2024
Q2 		$470K Sell
5,593
-26
-0.5% -$2.14K 0.08% 142
2024
Q1 		$470K Sell
5,619
-165
-3% -$13.3K 0.08% 144
2023
Q4 		$451K Hold
5,784
– – 0.09% 136
2023
Q3 		$419K Buy
5,784
+1,162
+25% +$86.6K 0.09% 135
2023
Q2 		$344K Buy
4,622
+783
+20% +$57.2K 0.07% 137
2023
Q1 		$279K Sell
3,839
-4,594
-54% -$330K 0.08% 120
2022
Q4 		$608K Buy
+8,433
New +$600K 0.18% 76
2022
Q3 		– Sell
-1,961
Closed -$138K – 1094
2022
Q2 		$138K Buy
1,961
+214
+12% +$15.7K 0.04% 214
2022
Q1 		$136K Sell
1,747
-80
-4% -$6.06K 0.04% 247
2021
Q4 		$148K Buy
+1,827
New +$141K 0.04% 238

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Concord Wealth Partners's USMV Position: Q3 2026 in Review

Concord Wealth Partners reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.7% in Q3 2026, selling an estimated $8.92K and leaving 5,182 shares worth $505K. The position accounts for 0.06% of the portfolio, ranked #153.

Concord Wealth Partners first reported a position in USMV in Q4 2021 and has held it in 19 quarters since. The position peaked at $608K in Q4 2022. 966 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Concord Wealth Partners held 5,182 shares of iShares MSCI USA Min Vol Factor ETF worth $505K as of Q3 2026.
  • Concord Wealth Partners sold 90 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $8.92K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.06% of Concord Wealth Partners's portfolio in Q3 2026, its #153 holding.
  • Concord Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • Concord Wealth Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $608K in Q4 2022.
  • 966 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.