GWM
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Gilpin Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Gilpin Wealth Management’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 		$562K Hold
5,770
– – 0.38% 71
2026
Q2 		$557K Hold
5,770
– – 0.38% 76
2026
Q1 		$535K Hold
5,770
– – 0.42% 69
2025
Q4 		$543K Buy
+5,770
New +$544K 0.43% 67

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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

Gilpin Wealth Management's USMV Position: Q3 2026 in Review

Gilpin Wealth Management held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q3 2026 at 5,770 shares worth $562K. The position accounts for 0.38% of the portfolio, ranked #71.

Gilpin Wealth Management first reported a position in USMV in Q4 2025 and has held it in 4 quarters since. 110 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Gilpin Wealth Management held 5,770 shares of iShares MSCI USA Min Vol Factor ETF worth $562K as of Q3 2026.
  • Gilpin Wealth Management left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.38% of Gilpin Wealth Management's portfolio in Q3 2026, its #71 holding.
  • Gilpin Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • 110 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.