Delap Wealth Advisory’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Delap Wealth Advisory’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	$392K	Buy	4,024 +7	+0.2%	+$694	0.14%	62
2026 Q2	$388K	Sell	4,017 -800	-17%	-$75.9K	0.13%	67
2026 Q1	$447K	Hold	4,817	–	–	0.17%	57
2025 Q4	$454K	Hold	4,817	–	–	0.18%	61
2025 Q3	$458K	Hold	4,817	–	–	0.19%	52
2025 Q2	$452K	Buy	+4,817	New	+$443K	0.22%	46

Other funds holding USMV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return

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

Delap Wealth Advisory's USMV Position: Q3 2026 in Review

Delap Wealth Advisory increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.17% in Q3 2026, buying an estimated $694 and bringing the position to 4,024 shares worth $392K. The position accounts for 0.14% of the portfolio, ranked #62.

Delap Wealth Advisory first reported a position in USMV in Q2 2025 and has held it in 6 quarters since. The position peaked at $458K in Q3 2025. 792 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Delap Wealth Advisory held 4,024 shares of iShares MSCI USA Min Vol Factor ETF worth $392K as of Q3 2026.
Delap Wealth Advisory bought 7 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $694.
iShares MSCI USA Min Vol Factor ETF made up 0.14% of Delap Wealth Advisory's portfolio in Q3 2026, its #62 holding.
Delap Wealth Advisory first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2025 and has held it in 6 quarters since.
Delap Wealth Advisory's iShares MSCI USA Min Vol Factor ETF position peaked at $458K in Q3 2025.
792 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.