Hazlett, Burt & Watson
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Hazlett, Burt & Watson’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Hazlett, Burt & Watson’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 		$39K Sell
397
-536
-57% -$53.1K 0.01% 500
2026
Q2 		$89K Hold
933
– – 0.02% 370
2026
Q1 		$86K Sell
933
-76
-8% -$7.22K 0.03% 364
2025
Q4 		$95K Buy
1,009
+1
+0.1% +$94 0.03% 350
2025
Q3 		$95K Buy
1,008
+1
+0.1% +$94 0.03% 322
2025
Q2 		$94K Sell
1,007
-906
-47% -$83.4K 0.04% 293
2025
Q1 		$179K Buy
1,913
+6
+0.3% +$552 0.08% 211
2024
Q4 		$169K Sell
1,907
-180
-9% -$16.5K 0.07% 225
2024
Q3 		$190K Buy
2,087
+9
+0.4% +$793 0.09% 204
2024
Q2 		$175K Buy
2,078
+71
+4% +$5.85K 0.09% 198
2024
Q1 		$168K Buy
2,007
+5
+0.2% +$403 0.1% 187
2023
Q4 		$156K Sell
2,002
-3
-0.1% -$224 0.11% 182
2023
Q3 		$145K Buy
2,005
+15
+0.8% +$1.12K 0.11% 178
2023
Q2 		$147K Buy
1,990
+5
+0.3% +$365 0.11% 172
2023
Q1 		$145K Buy
1,985
+4
+0.2% +$287 0.12% 157
2022
Q4 		$143K Buy
1,981
+5
+0.3% +$356 0.13% 151
2022
Q3 		$131K Buy
1,976
+5
+0.3% +$360 0.13% 155
2022
Q2 		$139K Buy
1,971
+103
+6% +$7.54K 0.13% 162
2022
Q1 		$145K Buy
+1,868
New +$141K 0.11% 173

Other funds holding USMV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Hazlett, Burt & Watson's USMV Position: Q3 2026 in Review

Hazlett, Burt & Watson reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 57% in Q3 2026, selling an estimated $53.1K and leaving 397 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #500.

Hazlett, Burt & Watson first reported a position in USMV in Q1 2022 and has held it in 19 quarters since. The position peaked at $190K in Q3 2024. 843 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Hazlett, Burt & Watson held 397 shares of iShares MSCI USA Min Vol Factor ETF worth $39K as of Q3 2026.
  • Hazlett, Burt & Watson sold 536 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $53.1K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #500 holding.
  • Hazlett, Burt & Watson first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2022 and has held it in 19 quarters since.
  • Hazlett, Burt & Watson's iShares MSCI USA Min Vol Factor ETF position peaked at $190K in Q3 2024.
  • 843 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.