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Harpswell Capital Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Harpswell Capital 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 		$244K Hold
2,500
– – 0.16% 39
2026
Q2 		$241K Sell
2,500
-1,500
-38% -$142K 0.15% 41
2026
Q1 		$371K Sell
4,000
-1,500
-27% -$142K 0.28% 34
2025
Q4 		$518K Buy
+5,500
New +$518K 0.41% 26

Other funds holding USMV

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
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Harpswell Capital Advisors's USMV Position: Q3 2026 in Review

Harpswell Capital Advisors held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q3 2026 at 2,500 shares worth $244K. The position accounts for 0.16% of the portfolio, ranked #39.

Harpswell Capital Advisors first reported a position in USMV in Q4 2025 and has held it in 4 quarters since. The position peaked at $518K in Q4 2025. 78 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Harpswell Capital Advisors held 2,500 shares of iShares MSCI USA Min Vol Factor ETF worth $244K as of Q3 2026.
  • Harpswell Capital 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 0.16% of Harpswell Capital Advisors's portfolio in Q3 2026, its #39 holding.
  • Harpswell Capital Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • Harpswell Capital Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $518K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Harpswell Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.