Graves Light Lenhart Wealth’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Graves Light Lenhart Wealth’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	$976K	Hold	10,017	–	–	0.09%	83
2026 Q2	$966K	Sell	10,017 -695	-6%	-$66K	0.09%	89
2026 Q1	$993K	Hold	10,712	–	–	0.1%	83
2025 Q4	$1.01M	Sell	10,712 -100	-0.9%	-$9.42K	0.11%	83
2025 Q3	$1.03M	Hold	10,812	–	–	0.11%	81
2025 Q2	$1.01M	Sell	10,812 -5	-0%	-$460	0.12%	80
2025 Q1	$1.01M	Sell	10,817 -92	-0.8%	-$8.47K	0.12%	79
2024 Q4	$969K	Hold	10,909	–	–	0.12%	82
2024 Q3	$996K	Hold	10,909	–	–	0.12%	81
2024 Q2	$914K	Sell	10,909 -40	-0.4%	-$3.3K	0.1%	86
2024 Q1	$915K	Buy	10,949 +40	+0.4%	+$3.23K	0.11%	86
2023 Q4	$851K	Sell	10,909 -200	-2%	-$14.9K	0.11%	85
2023 Q3	$803K	Hold	11,109	–	–	0.11%	85
2023 Q2	$826K	Hold	11,109	–	–	0.11%	90
2023 Q1	$808K	Hold	11,109	–	–	0.13%	82
2022 Q4	$801K	Sell	11,109 -690	-6%	-$49.1K	0.12%	91
2022 Q3	$780K	Sell	11,799 -1,000	-8%	-$72.1K	0.13%	90
2022 Q2	$899K	Sell	12,799 -1,612	-11%	-$118K	0.14%	85
2022 Q1	$1.12M	Sell	14,411 -800	-5%	-$60.6K	0.16%	78
2021 Q4	$1.23M	Sell	15,211 -2,700	-15%	-$209K	0.18%	76
2021 Q3	$1.32M	Sell	17,911 -387	-2%	-$29.5K	0.21%	63
2021 Q2	$1.35M	Sell	18,298 -500	-3%	-$36.1K	0.22%	62
2021 Q1	$1.3M	Hold	18,798	–	–	0.22%	63
2020 Q4	$1.28M	Buy	18,798 +65	+0.3%	+$4.28K	0.24%	63
2020 Q3	$1.19M	Buy	18,733 +135	+0.7%	+$8.57K	0.26%	63
2020 Q2	$1.13M	Hold	18,598	–	–	0.26%	65
2020 Q1	$1M	Hold	18,598	–	–	0.27%	65
2019 Q4	$1.22M	Sell	18,598 -10,316	-36%	-$663K	0.26%	66
2019 Q3	$1.85M	Sell	28,914 -12,068	-29%	-$765K	0.41%	60
2019 Q2	$2.53M	Sell	40,982 -5,660	-12%	-$340K	0.61%	47
2019 Q1	$2.74M	Buy	46,642 +19,869	+74%	+$1.11M	0.7%	45
2018 Q4	$1.4M	Buy	+26,773	New	+$1.47M	0.41%	58

Other funds holding USMV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LWA

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

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

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

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

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

Graves Light Lenhart Wealth's USMV Position: Q3 2026 in Review

Graves Light Lenhart Wealth held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q3 2026 at 10,017 shares worth $976K. The position accounts for 0.09% of the portfolio, ranked #83.

Graves Light Lenhart Wealth first reported a position in USMV in Q4 2018 and has held it in 32 quarters since. The position peaked at $2.74M in Q1 2019. 131 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Graves Light Lenhart Wealth held 10,017 shares of iShares MSCI USA Min Vol Factor ETF worth $976K as of Q3 2026.
Graves Light Lenhart Wealth left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q3 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.09% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #83 holding.
Graves Light Lenhart Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 32 quarters since.
Graves Light Lenhart Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $2.74M in Q1 2019.
131 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.