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

LifeGoal 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 		$530K Buy
5,438
+18
+0.3% +$1.78K 0.16% 83
2026
Q2 		$523K Buy
+5,420
New +$514K 0.24% 60

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
KIA
Koenig Investment Advisory Ashland, Oregon $137M AUM 8.53% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

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

LifeGoal Wealth Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.33% in Q3 2026, buying an estimated $1.78K and bringing the position to 5,438 shares worth $530K. The position accounts for 0.16% of the portfolio, ranked #83.

LifeGoal Wealth Advisors first reported a position in USMV in Q2 2026 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • LifeGoal Wealth Advisors held 5,438 shares of iShares MSCI USA Min Vol Factor ETF worth $530K as of Q3 2026.
  • LifeGoal Wealth Advisors bought 18 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $1.78K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.16% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #83 holding.
  • LifeGoal Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2026 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.