JGP Wealth Management
USMV icon

JGP Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

JGP Wealth Management’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 		$713K Sell
7,321
-9
-0.1% -$892 0.06% 134
2026
Q2 		$707K Sell
7,330
-97
-1% -$9.21K 0.06% 134
2026
Q1 		$689K Sell
7,427
-23
-0.3% -$2.18K 0.07% 125
2025
Q4 		$701K Buy
+7,450
New +$702K 0.07% 129

Other funds holding USMV

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
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
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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

JGP Wealth Management's USMV Position: Q3 2026 in Review

JGP Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.12% in Q3 2026, selling an estimated $892 and leaving 7,321 shares worth $713K. The position accounts for 0.06% of the portfolio, ranked #134.

JGP Wealth Management first reported a position in USMV in Q4 2025 and has held it in 4 quarters since. 654 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • JGP Wealth Management held 7,321 shares of iShares MSCI USA Min Vol Factor ETF worth $713K as of Q3 2026.
  • JGP Wealth Management sold 9 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $892.
  • iShares MSCI USA Min Vol Factor ETF made up 0.06% of JGP Wealth Management's portfolio in Q3 2026, its #134 holding.
  • JGP Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • 654 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.