Legacy Advisory Services
USMV icon

Legacy Advisory Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Legacy Advisory Services’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 		$7.75M Sell
79,587
-42,529
-35% -$4.21M 5.57% 4
2026
Q2 		$11.8M Buy
122,116
+11,569
+10% +$1.1M 8.29% 4
2026
Q1 		$10.3M Sell
110,547
-19,473
-15% -$1.85M 7.83% 4
2025
Q4 		$12.2M Buy
130,020
+1,211
+0.9% +$114K 9.2% 4
2025
Q3 		$12.3M Buy
128,809
+3,268
+3% +$306K 9.23% 4
2025
Q2 		$11.8M Buy
125,541
+19,271
+18% +$1.77M 9.34% 4
2025
Q1 		$10M Buy
106,270
+7,989
+8% +$735K 8.4% 4
2024
Q4 		$8.73M Buy
98,281
+18,772
+24% +$1.72M 7.44% 3
2024
Q3 		$7.26M Buy
79,509
+472
+0.6% +$41.6K 6.24% 3
2024
Q2 		$6.64M Sell
79,037
-10,970
-12% -$904K 6.07% 4
2024
Q1 		$7.52M Buy
90,007
+9,465
+12% +$764K 7.13% 3
2023
Q4 		$6.28M Buy
+80,542
New +$6.01M 6.63% 3

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

Legacy Advisory Services's USMV Position: Q3 2026 in Review

Legacy Advisory Services reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 35% in Q3 2026, selling an estimated $4.21M and leaving 79,587 shares worth $7.75M. The position accounts for 5.57% of the portfolio, ranked #4.

Legacy Advisory Services first reported a position in USMV in Q4 2023 and has held it in 12 quarters since. The position peaked at $12.3M in Q3 2025. 448 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Legacy Advisory Services held 79,587 shares of iShares MSCI USA Min Vol Factor ETF worth $7.75M as of Q3 2026.
  • Legacy Advisory Services sold 42,529 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $4.21M.
  • iShares MSCI USA Min Vol Factor ETF made up 5.57% of Legacy Advisory Services's portfolio in Q3 2026, its #4 holding.
  • Legacy Advisory Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 12 quarters since.
  • Legacy Advisory Services's iShares MSCI USA Min Vol Factor ETF position peaked at $12.3M in Q3 2025.
  • 448 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.