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

FORM 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	$262K	Sell	2,691 -916	-25%	-$90.8K	0.03%	49
2026 Q2	$348K	Sell	3,607 -6,424	-64%	-$610K	0.04%	43
2026 Q1	$930K	Sell	10,031 -10,222	-50%	-$971K	0.11%	29
2025 Q4	$1.91M	Buy	+20,253	New	+$1.91M	0.22%	20
2025 Q2	$2.62M	Sell	27,911 -202,869	-88%	-$18.7M	0.32%	20
2025 Q1	$21.6M	Buy	+230,780	New	+$21.2M	2.94%	10

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

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

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

FORM Wealth Advisors's USMV Position: Q3 2026 in Review

FORM Wealth Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 25% in Q3 2026, selling an estimated $90.8K and leaving 2,691 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #49.

FORM Wealth Advisors first reported a position in USMV in Q1 2025 and has held it in 6 quarters since. The position peaked at $21.6M in Q1 2025. 448 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

FORM Wealth Advisors held 2,691 shares of iShares MSCI USA Min Vol Factor ETF worth $262K as of Q3 2026.
FORM Wealth Advisors sold 916 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $90.8K.
iShares MSCI USA Min Vol Factor ETF made up 0.03% of FORM Wealth Advisors's portfolio in Q3 2026, its #49 holding.
FORM Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and has held it in 6 quarters since.
FORM Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $21.6M in Q1 2025.
448 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

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