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

Insight 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 		– Sell
-2,368
Closed -$228K – 255
2026
Q2 		$228K Sell
2,368
-19
-0.8% -$1.8K 0.04% 218
2026
Q1 		$221K Sell
2,387
-57
-2% -$5.41K 0.04% 221
2025
Q4 		$230K Sell
2,444
-254
-9% -$23.9K 0.03% 258
2025
Q3 		$257K Sell
2,698
-33
-1% -$3.09K 0.04% 243
2025
Q2 		$256K Sell
2,731
-85
-3% -$7.82K 0.04% 239
2025
Q1 		$264K Sell
2,816
-16
-0.6% -$1.47K 0.05% 241
2024
Q4 		$251K Sell
2,832
-161
-5% -$14.8K 0.04% 256
2024
Q3 		$273K Buy
2,993
+101
+3% +$8.9K 0.05% 244
2024
Q2 		$243K Sell
2,892
-69
-2% -$5.69K 0.04% 256
2024
Q1 		$248K Buy
2,961
+8
+0.3% +$645 0.05% 259
2023
Q4 		$230K Sell
2,953
-669
-18% -$49.9K 0.05% 251
2023
Q3 		$262K Sell
3,622
-15
-0.4% -$1.12K 0.06% 228
2023
Q2 		$270K Buy
3,637
+117
+3% +$8.55K 0.06% 231
2023
Q1 		$256K Sell
3,520
-132
-4% -$9.49K 0.06% 251
2022
Q4 		$264K Sell
3,652
-403
-10% -$28.7K 0.09% 264
2022
Q3 		$268K Buy
4,055
+6
+0.1% +$433 0.11% 227
2022
Q2 		$299K Sell
4,049
-363
-8% -$26.6K 0.1% 229
2022
Q1 		$342K Buy
4,412
+170
+4% +$12.9K 0.1% 234
2021
Q4 		$343K Buy
4,242
+5
+0.1% +$387 0.1% 232
2021
Q3 		$331K Sell
4,237
-764
-15% -$58.2K 0.1% 236
2021
Q2 		$380K Sell
5,001
-185
-4% -$13.4K 0.12% 210
2021
Q1 		$373K Sell
5,186
-266
-5% -$18K 0.12% 218
2020
Q4 		$370K Buy
+5,452
New +$359K 0.14% 179

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 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
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Insight Advisors's USMV Position: Q3 2026 in Review

Insight Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2026, closing a stake of 2,368 shares — an estimated $228K sold.

Insight Advisors first reported a position in USMV in Q4 2020 and held it in 23 quarters. The position peaked at $380K in Q2 2021. 448 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Insight Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2026 after selling out during the quarter.
  • Insight Advisors sold 2,368 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $228K.
  • Insight Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and held it in 23 quarters.
  • Insight Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $380K in Q2 2021.
  • 448 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.