Legacy Solutions LLC
USMV icon

Legacy Solutions LLC’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Legacy Solutions LLC’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 		$229K Hold
2,350
– – 0.17% 79
2026
Q2 		$227K Hold
2,350
– – 0.18% 80
2026
Q1 		$218K Buy
2,350
+1
+0% +$95 0.2% 73
2025
Q4 		$221K Hold
2,349
– – 0.19% 77
2025
Q3 		$223K Sell
2,349
-55
-2% -$5.15K 0.2% 74
2025
Q2 		$226K Sell
2,404
-524
-18% -$48.2K 0.22% 71
2025
Q1 		$274K Sell
2,928
-198
-6% -$18.2K 0.3% 53
2024
Q4 		$278K Buy
+3,126
New +$287K 0.3% 52

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Legacy Solutions LLC's USMV Position: Q3 2026 in Review

Legacy Solutions LLC held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q3 2026 at 2,350 shares worth $229K. The position accounts for 0.17% of the portfolio, ranked #79.

Legacy Solutions LLC first reported a position in USMV in Q4 2024 and has held it in 8 quarters since. The position peaked at $278K in Q4 2024. 448 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Legacy Solutions LLC held 2,350 shares of iShares MSCI USA Min Vol Factor ETF worth $229K as of Q3 2026.
  • Legacy Solutions LLC left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.17% of Legacy Solutions LLC's portfolio in Q3 2026, its #79 holding.
  • Legacy Solutions LLC first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 8 quarters since.
  • Legacy Solutions LLC's iShares MSCI USA Min Vol Factor ETF position peaked at $278K in Q4 2024.
  • 448 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.