High Net Worth Advisory Group
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High Net Worth Advisory Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

High Net Worth Advisory Group’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 		$5.31M Sell
54,515
-737
-1% -$73K 1.12% 21
2026
Q2 		$5.33M Sell
55,252
-780
-1% -$74K 1.13% 21
2026
Q1 		$5.2M Sell
56,032
-1,494
-3% -$142K 1.21% 18
2025
Q4 		$5.42M Sell
57,526
-2,175
-4% -$205K 1.25% 16
2025
Q3 		$5.68M Sell
59,701
-83
-0.1% -$7.77K 1.37% 16
2025
Q2 		$5.61M Sell
59,784
-581
-1% -$53.5K 1.49% 14
2025
Q1 		$5.65M Sell
60,365
-11,066
-15% -$1.02M 1.6% 11
2024
Q4 		$6.34M Sell
71,431
-1,677
-2% -$154K 1.77% 10
2024
Q3 		$6.68M Sell
73,108
-2,637
-3% -$232K 1.83% 9
2024
Q2 		$6.36M Sell
75,745
-3,005
-4% -$248K 1.93% 9
2024
Q1 		$6.58M Sell
78,750
-1,814
-2% -$146K 2.07% 9
2023
Q4 		$6.29M Sell
80,564
-4,710
-6% -$351K 2.33% 8
2023
Q3 		$6.17M Sell
85,274
-7,404
-8% -$552K 2.47% 8
2023
Q2 		$6.89M Sell
92,678
-8,006
-8% -$585K 2.67% 6
2023
Q1 		$7.32M Sell
100,684
-1,559
-2% -$112K 2.98% 6
2022
Q4 		$7.37M Sell
102,243
-390
-0.4% -$27.8K 2.87% 6
2022
Q3 		$6.78M Buy
102,633
+630
+0.6% +$45.4K 2.9% 6
2022
Q2 		$7.16M Sell
102,003
-2,261
-2% -$166K 2.97% 5
2022
Q1 		$8.09M Buy
104,264
+4,610
+5% +$349K 2.94% 5
2021
Q4 		$8.06M Buy
+99,654
New +$7.72M 2.82% 6

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
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 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

High Net Worth Advisory Group's USMV Position: Q3 2026 in Review

High Net Worth Advisory Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.3% in Q3 2026, selling an estimated $73K and leaving 54,515 shares worth $5.31M. The position accounts for 1.12% of the portfolio, ranked #21.

High Net Worth Advisory Group first reported a position in USMV in Q4 2021 and has held it in 20 quarters since. The position peaked at $8.09M in Q1 2022. 898 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • High Net Worth Advisory Group held 54,515 shares of iShares MSCI USA Min Vol Factor ETF worth $5.31M as of Q3 2026.
  • High Net Worth Advisory Group sold 737 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $73K.
  • iShares MSCI USA Min Vol Factor ETF made up 1.12% of High Net Worth Advisory Group's portfolio in Q3 2026, its #21 holding.
  • High Net Worth Advisory Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 20 quarters since.
  • High Net Worth Advisory Group's iShares MSCI USA Min Vol Factor ETF position peaked at $8.09M in Q1 2022.
  • 898 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.