High Probability Advisors
USMV icon

High Probability Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

High Probability 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 		$42.6M Buy
436,792
+19,623
+5% +$1.94M 4.77% 8
2026
Q2 		$40.2M Buy
417,169
+23,512
+6% +$2.23M 4.3% 9
2026
Q1 		$36.5M Buy
393,657
+11,167
+3% +$1.06M 4.67% 9
2025
Q4 		$36M Buy
382,490
+15,945
+4% +$1.5M 4.8% 6
2025
Q3 		$34.9M Buy
366,545
+16,229
+5% +$1.52M 4.78% 7
2025
Q2 		$32.9M Buy
350,316
+1,297
+0.4% +$119K 4.92% 7
2025
Q1 		$32.7M Buy
349,019
+8,639
+3% +$795K 5.45% 7
2024
Q4 		$30.2M Buy
340,380
+4,920
+1% +$451K 5.42% 6
2024
Q3 		$30.6M Sell
335,460
-4,901
-1% -$432K 5.22% 6
2024
Q2 		$28.6M Sell
340,361
-12,452
-4% -$1.03M 5.18% 6
2024
Q1 		$29.5M Buy
352,813
+4,239
+1% +$342K 5.47% 6
2023
Q4 		$27.2M Sell
348,574
-3,383
-1% -$252K 5.49% 6
2023
Q3 		$25.5M Buy
351,957
+8,181
+2% +$610K 5.49% 6
2023
Q2 		$25.6M Buy
343,776
+24,911
+8% +$1.82M 5.48% 6
2023
Q1 		$23.2M Buy
318,865
+34,673
+12% +$2.49M 5.42% 6
2022
Q4 		$20.5M Buy
284,192
+4,399
+2% +$313K 5.61% 7
2022
Q3 		$18.5M Buy
279,793
+12,042
+4% +$868K 5.79% 5
2022
Q2 		$18.8M Buy
267,751
+9,472
+4% +$693K 5.95% 5
2022
Q1 		$20M Buy
258,279
+14,853
+6% +$1.12M 6.55% 3
2021
Q4 		$19.7M Buy
243,426
+8,125
+3% +$629K 7.31% 4
2021
Q3 		$17.3M Buy
235,301
+8,986
+4% +$684K 7.01% 4
2021
Q2 		$16.7M Buy
226,315
+23,822
+12% +$1.72M 7.04% 5
2021
Q1 		$14M Buy
202,493
+7,907
+4% +$535K 7.39% 5
2020
Q4 		$13.2M Buy
+194,586
New +$12.8M 8.08% 4

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
Lineweaver Wealth Advisors
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
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
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 9.78% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

High Probability Advisors's USMV Position: Q3 2026 in Review

High Probability Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 4.7% in Q3 2026, buying an estimated $1.94M and bringing the position to 436,792 shares worth $42.6M. The position accounts for 4.77% of the portfolio, ranked #8.

High Probability Advisors first reported a position in USMV in Q4 2020 and has held it in 24 quarters since. 268 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • High Probability Advisors held 436,792 shares of iShares MSCI USA Min Vol Factor ETF worth $42.6M as of Q3 2026.
  • High Probability Advisors bought 19,623 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $1.94M.
  • iShares MSCI USA Min Vol Factor ETF made up 4.77% of High Probability Advisors's portfolio in Q3 2026, its #8 holding.
  • High Probability Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 24 quarters since.
  • 268 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on High Probability Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.