Lodestone Wealth Management
USMV icon

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

Lodestone 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 		$187K Sell
1,920
-5
-0.3% -$495 0.06% 189
2026
Q2 		$186K Sell
1,925
-89
-4% -$8.45K 0.07% 188
2026
Q1 		$187K Sell
2,014
-37
-2% -$3.51K 0.07% 182
2025
Q4 		$193K Buy
+2,051
New +$193K 0.08% 176
2025
Q3 		– Sell
-2,224
Closed -$209K – 177
2025
Q2 		$209K Sell
2,224
-282
-11% -$25.9K 0.1% 160
2025
Q1 		$235K Hold
2,506
– – 0.12% 143
2024
Q4 		$223K Hold
2,506
– – 0.11% 141
2024
Q3 		$229K Sell
2,506
-973
-28% -$85.8K 0.11% 138
2024
Q2 		$292K Sell
3,479
-767
-18% -$63.2K 0.15% 121
2024
Q1 		$355K Buy
4,246
+8
+0.2% +$645 0.19% 113
2023
Q4 		$331K Sell
4,238
-432
-9% -$32.2K 0.19% 111
2023
Q3 		$338K Sell
4,670
-5,082
-52% -$379K 0.24% 96
2023
Q2 		$725K Sell
9,752
-15,615
-62% -$1.14M 0.5% 58
2023
Q1 		$1.85M Buy
25,367
+179
+0.7% +$12.9K 1.42% 21
2022
Q4 		$1.82M Buy
+25,188
New +$1.79M 1.47% 21

Other funds holding USMV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 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

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

Lodestone Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.26% in Q3 2026, selling an estimated $495 and leaving 1,920 shares worth $187K. The position accounts for 0.06% of the portfolio, ranked #189.

Lodestone Wealth Management first reported a position in USMV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.85M in Q1 2023. 869 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Lodestone Wealth Management held 1,920 shares of iShares MSCI USA Min Vol Factor ETF worth $187K as of Q3 2026.
  • Lodestone Wealth Management sold 5 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $495.
  • iShares MSCI USA Min Vol Factor ETF made up 0.06% of Lodestone Wealth Management's portfolio in Q3 2026, its #189 holding.
  • Lodestone Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • Lodestone Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $1.85M in Q1 2023.
  • 869 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.