HMV Wealth Advisors
USMV icon

HMV Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

HMV Wealth 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 		$261K Hold
2,681
– – 0.1% 81
2026
Q2 		$259K Hold
2,681
– – 0.1% 81
2026
Q1 		$249K Hold
2,681
– – 0.12% 75
2025
Q4 		$252K Hold
2,681
– – 0.13% 76
2025
Q3 		$255K Hold
2,681
– – 0.14% 73
2025
Q2 		$252K Sell
2,681
-49
-2% -$4.51K 0.17% 71
2025
Q1 		$256K Sell
2,730
-83
-3% -$7.64K 0.2% 73
2024
Q4 		$250K Buy
+2,813
New +$258K 0.25% 73

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

HMV Wealth Advisors's USMV Position: Q3 2026 in Review

HMV Wealth Advisors held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q3 2026 at 2,681 shares worth $261K. The position accounts for 0.1% of the portfolio, ranked #81.

HMV Wealth Advisors first reported a position in USMV in Q4 2024 and has held it in 8 quarters since. 886 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • HMV Wealth Advisors held 2,681 shares of iShares MSCI USA Min Vol Factor ETF worth $261K as of Q3 2026.
  • HMV Wealth 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 0.1% of HMV Wealth Advisors's portfolio in Q3 2026, its #81 holding.
  • HMV Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 8 quarters since.
  • 886 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on HMV Wealth Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.