Ergawealth Advisors
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Ergawealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Ergawealth Advisors’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 		$1.2M Buy
12,306
+29
+0.2% +$2.87K 0.47% 23
2026
Q2 		$1.18M Buy
12,277
+28
+0.2% +$2.66K 0.46% 23
2026
Q1 		$1.14M Buy
12,249
+43
+0.4% +$4.08K 0.5% 22
2025
Q4 		$1.15M Sell
12,206
-2,435
-17% -$229K 0.53% 19
2025
Q3 		$1.39M Sell
14,641
-3,275
-18% -$307K 0.65% 24
2025
Q2 		$1.68M Sell
17,916
-109
-0.6% -$10K 0.76% 22
2025
Q1 		$1.69M Sell
18,025
-475
-3% -$43.7K 0.84% 19
2024
Q4 		$1.64M Sell
18,500
-3,721
-17% -$341K 0.81% 19
2024
Q3 		$2.03M Buy
22,221
+18
+0.1% +$1.59K 1.01% 17
2024
Q2 		$1.86M Sell
22,203
-1,484
-6% -$122K 1.01% 17
2024
Q1 		$1.98M Sell
23,687
-4,594
-16% -$371K 1.09% 14
2023
Q4 		$2.21M Buy
28,281
+696
+3% +$51.9K 1.36% 14
2023
Q3 		$2M Sell
27,585
-329
-1% -$24.5K 1.38% 13
2023
Q2 		$2.07M Sell
27,914
-457
-2% -$33.4K 1.42% 12
2023
Q1 		$2.06M Sell
28,371
-4,096
-13% -$294K 1.68% 13
2022
Q4 		$2.34M Buy
+32,467
New +$2.31M 2.12% 12

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 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
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Ergawealth Advisors's USMV Position: Q3 2026 in Review

Ergawealth Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.24% in Q3 2026, buying an estimated $2.87K and bringing the position to 12,306 shares worth $1.2M. The position accounts for 0.47% of the portfolio, ranked #23.

Ergawealth Advisors first reported a position in USMV in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.34M in Q4 2022. 527 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Ergawealth Advisors held 12,306 shares of iShares MSCI USA Min Vol Factor ETF worth $1.2M as of Q3 2026.
  • Ergawealth Advisors bought 29 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $2.87K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.47% of Ergawealth Advisors's portfolio in Q3 2026, its #23 holding.
  • Ergawealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 16 quarters since.
  • Ergawealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $2.34M in Q4 2022.
  • 527 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Ergawealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.