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

Maia Wealth’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	$962K	Sell	9,873 -1,078	-10%	-$107K	0.13%	155
2026 Q2	$1.06M	Sell	10,951 -2,104	-16%	-$200K	0.16%	152
2026 Q1	$1.21M	Sell	13,055 -371	-3%	-$35.2K	0.2%	130
2025 Q4	$1.28M	Buy	13,426 +1,273	+10%	+$120K	0.22%	121
2025 Q3	$1.13M	Sell	12,153 -637	-5%	-$59.7K	0.19%	129
2025 Q2	$1.2M	Sell	12,790 -722	-5%	-$66.4K	0.23%	113
2025 Q1	$1.23M	Sell	13,512 -1,898	-12%	-$175K	0.28%	91
2024 Q4	$1.42M	Sell	15,410 -380	-2%	-$34.9K	0.3%	78
2024 Q3	$1.45M	Sell	15,790 -1,425	-8%	-$126K	0.36%	70
2024 Q2	$1.48M	Buy	+17,215	New	+$1.42M	0.44%	56
2023 Q4	$2.48M	Buy	+31,772	New	+$2.37M	1%	21

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Maia Wealth's USMV Position: Q3 2026 in Review

Maia Wealth reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 9.8% in Q3 2026, selling an estimated $107K and leaving 9,873 shares worth $962K. The position accounts for 0.13% of the portfolio, ranked #155.

Maia Wealth first reported a position in USMV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.48M in Q4 2023. 1,149 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Maia Wealth held 9,873 shares of iShares MSCI USA Min Vol Factor ETF worth $962K as of Q3 2026.
Maia Wealth sold 1,078 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $107K.
iShares MSCI USA Min Vol Factor ETF made up 0.13% of Maia Wealth's portfolio in Q3 2026, its #155 holding.
Maia Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
Maia Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $2.48M in Q4 2023.
1,149 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.