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

Farther Finance 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 		$3.36M Sell
34,447
-4,089
-11% -$405K 0.02% 564
2026
Q2 		$3.72M Buy
38,536
+685
+2% +$65K 0.03% 498
2026
Q1 		$3.51M Sell
37,851
-2,447
-6% -$232K 0.03% 450
2025
Q4 		$3.79M Buy
40,298
+10,355
+35% +$975K 0.04% 380
2025
Q3 		$2.85M Sell
29,943
-409
-1% -$38.3K 0.04% 338
2025
Q2 		$2.85M Sell
30,352
-5,545
-15% -$510K 0.06% 277
2025
Q1 		$3.36M Buy
35,897
+17,080
+91% +$1.57M 0.09% 213
2024
Q4 		$1.67M Buy
18,817
+4,512
+32% +$414K 0.06% 251
2024
Q3 		$1.31M Sell
14,305
-1,045
-7% -$92.1K 0.05% 283
2024
Q2 		$1.29M Sell
15,350
-10,382
-40% -$855K 0.06% 240
2024
Q1 		$2.14M Sell
25,732
-10,181
-28% -$821K 0.13% 134
2023
Q4 		$2.8M Sell
35,913
-5,869
-14% -$438K 0.2% 96
2023
Q3 		$3.02M Buy
41,782
+8,156
+24% +$608K 0.47% 40
2023
Q2 		$2.5M Buy
33,626
+6,313
+23% +$461K 0.55% 36
2023
Q1 		$1.99M Buy
27,313
+9,845
+56% +$708K 0.58% 30
2022
Q4 		$1.26M Buy
+17,468
New +$1.24M 0.49% 35

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
KIA
Koenig Investment Advisory Ashland, Oregon $137M AUM 8.53% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

Farther Finance Advisors's USMV Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 11% in Q3 2026, selling an estimated $405K and leaving 34,447 shares worth $3.36M. The position accounts for 0.02% of the portfolio, ranked #564.

Farther Finance Advisors first reported a position in USMV in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.79M in Q4 2025. 108 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Farther Finance Advisors held 34,447 shares of iShares MSCI USA Min Vol Factor ETF worth $3.36M as of Q3 2026.
  • Farther Finance Advisors sold 4,089 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $405K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #564 holding.
  • Farther Finance Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $3.79M in Q4 2025.
  • 108 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.