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Harbor Investment Advisory’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Harbor Investment Advisory’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 		$124K Buy
1,270
+5
+0.4% +$495 0.01% 512
2026
Q2 		$122K Hold
1,265
– – 0.01% 508
2026
Q1 		$117K Hold
1,265
– – 0.01% 482
2025
Q4 		$119K Hold
1,265
– – 0.01% 486
2025
Q3 		$120K Sell
1,265
-26
-2% -$2.44K 0.01% 470
2025
Q2 		$121K Hold
1,291
– – 0.01% 459
2025
Q1 		$121K Hold
1,291
– – 0.01% 435
2024
Q4 		$115K Sell
1,291
-25
-2% -$2.29K 0.01% 431
2024
Q3 		$120K Sell
1,316
-24
-2% -$2.12K 0.01% 416
2024
Q2 		$113K Buy
1,340
+31
+2% +$2.55K 0.01% 419
2024
Q1 		$109K Buy
1,309
+13
+1% +$1.05K 0.01% 430
2023
Q4 		$101K Sell
1,296
-29
-2% -$2.16K 0.01% 420
2023
Q3 		$95.9K Hold
1,325
– – 0.01% 408
2023
Q2 		$98.5K Sell
1,325
-17
-1% -$1.24K 0.01% 502
2023
Q1 		$97.6K Hold
1,342
– – 0.01% 502
2022
Q4 		$96.8K Hold
1,342
– – 0.02% 502
2022
Q3 		$89K Buy
1,342
+7
+0.5% +$505 0.01% 501
2022
Q2 		$94K Sell
1,335
-146
-10% -$10.7K 0.02% 513
2022
Q1 		$115K Buy
1,481
+165
+13% +$12.5K 0.02% 499
2021
Q4 		$106K Buy
1,316
+43
+3% +$3.33K 0.01% 522
2021
Q3 		$94K Sell
1,273
-50
-4% -$3.81K 0.01% 544
2021
Q2 		$97K Buy
1,323
+152
+13% +$11K 0.01% 518
2021
Q1 		$81K Buy
1,171
+74
+7% +$5K 0.01% 536
2020
Q4 		$74K Buy
1,097
+280
+34% +$18.4K 0.01% 523
2020
Q3 		$52K Buy
817
+50
+7% +$3.17K 0.01% 492
2020
Q2 		$47K Buy
767
+45
+6% +$2.67K 0.01% 458
2020
Q1 		$39K Buy
722
+338
+88% +$21.4K 0.01% 451
2019
Q4 		$25K Buy
+384
New +$24.7K 0.01% 519

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

Harbor Investment Advisory's USMV Position: Q3 2026 in Review

Harbor Investment Advisory increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.4% in Q3 2026, buying an estimated $495 and bringing the position to 1,270 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #512.

Harbor Investment Advisory first reported a position in USMV in Q4 2019 and has held it in 28 quarters since. 105 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Harbor Investment Advisory held 1,270 shares of iShares MSCI USA Min Vol Factor ETF worth $124K as of Q3 2026.
  • Harbor Investment Advisory bought 5 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $495.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #512 holding.
  • Harbor Investment Advisory first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 28 quarters since.
  • 105 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.