Fifth Third Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Fifth Third Wealth 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	$263K	Hold	2,696	–	–	0.01%	839
2026 Q2	$260K	Sell	2,696 -204	-7%	-$19.4K	0.01%	792
2026 Q1	$269K	Sell	2,900 -4,716	-62%	-$448K	0.01%	649
2025 Q4	$717K	Buy	7,616 +6	+0.1%	+$565	0.03%	305
2025 Q3	$724K	Buy	7,610 +1,366	+22%	+$128K	0.03%	297
2025 Q2	$586K	Buy	6,244 +244	+4%	+$22.5K	0.02%	331
2025 Q1	$562K	Buy	6,000 +221	+4%	+$20.3K	0.03%	308
2024 Q4	$513K	Buy	5,779 +807	+16%	+$74K	0.03%	322
2024 Q3	$454K	Buy	4,972 +61	+1%	+$5.38K	0.03%	333
2024 Q2	$412K	Sell	4,911 -507	-9%	-$41.8K	0.03%	316
2024 Q1	$453K	Buy	5,418 +2,110	+64%	+$170K	0.07%	163
2023 Q4	$258K	Hold	3,308	–	–	0.08%	158
2023 Q3	$239K	Sell	3,308 -227	-6%	-$16.9K	0.1%	151
2023 Q2	$263K	Buy	+3,535	New	+$258K	0.17%	121

Other funds holding USMV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Fifth Third Wealth Advisors's USMV Position: Q3 2026 in Review

Fifth Third Wealth Advisors held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q3 2026 at 2,696 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #839.

Fifth Third Wealth Advisors first reported a position in USMV in Q2 2023 and has held it in 14 quarters since. The position peaked at $724K in Q3 2025. 530 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Fifth Third Wealth Advisors held 2,696 shares of iShares MSCI USA Min Vol Factor ETF worth $263K as of Q3 2026.
Fifth Third Wealth Advisors left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q3 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #839 holding.
Fifth Third Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2023 and has held it in 14 quarters since.
Fifth Third Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $724K in Q3 2025.
530 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.