Mather Group
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Mather Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Mather Group’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 		$7.52M Buy
77,204
+1,622
+2% +$161K 0.06% 133
2026
Q2 		$7.29M Buy
75,582
+640
+0.9% +$60.7K 0.06% 128
2026
Q1 		$6.95M Sell
74,942
-345
-0.5% -$32.8K 0.07% 105
2025
Q4 		$7.09M Sell
75,287
-310
-0.4% -$29.2K 0.07% 100
2025
Q3 		$7.19M Buy
75,597
+806
+1% +$75.5K 0.07% 98
2025
Q2 		$7.02M Sell
74,791
-22
-0% -$2.02K 0.08% 98
2025
Q1 		$7.01M Buy
74,813
+245
+0.3% +$22.5K 0.08% 95
2024
Q4 		$6.62M Buy
74,568
+161
+0.2% +$14.8K 0.09% 98
2024
Q3 		$6.79M Sell
74,407
-757
-1% -$66.7K 0.09% 98
2024
Q2 		$6.28M Buy
75,164
+5,663
+8% +$467K 0.08% 110
2024
Q1 		$5.42M Sell
69,501
-1,885
-3% -$152K 0.09% 88
2023
Q4 		$5.57M Buy
71,386
+1,035
+1% +$77.2K 0.09% 89
2023
Q3 		$5.09M Sell
70,351
-10,083
-13% -$752K 0.09% 88
2023
Q2 		$5.98M Buy
80,434
+10,047
+14% +$734K 0.1% 90
2023
Q1 		$5.12M Sell
70,387
-137
-0.2% -$9.8K 0.09% 85
2022
Q4 		$5.08M Sell
70,524
-473
-0.7% -$33.7K 0.1% 82
2022
Q3 		$4.69M Buy
70,997
+386
+0.5% +$27.8K 0.1% 85
2022
Q2 		$4.96M Sell
70,611
-4,106
-5% -$301K 0.11% 77
2022
Q1 		$5.8M Sell
74,717
-15,417
-17% -$1.17M 0.11% 71
2021
Q4 		$7.29M Buy
90,134
+83,982
+1,365% +$6.5M 0.14% 61
2021
Q3 		$452K Buy
6,152
+183
+3% +$13.9K 0.01% 179
2021
Q2 		$439K Hold
5,969
– – 0.01% 171
2021
Q1 		$413K Buy
5,969
+143
+2% +$9.7K 0.01% 167
2020
Q4 		$395K Buy
+5,826
New +$384K 0.01% 156
2020
Q1 		– Sell
-3,848
Closed -$252K – 181
2019
Q4 		$252K Buy
+3,848
New +$247K 0.02% 146
2013
Q3 		– Sell
-65,951
Closed -$2.15M – 20
2013
Q2 		$2.15M Buy
+65,951
New +$2.19M 0.93% 18

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

Mather Group's USMV Position: Q3 2026 in Review

Mather Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.1% in Q3 2026, buying an estimated $161K and bringing the position to 77,204 shares worth $7.52M. The position accounts for 0.06% of the portfolio, ranked #133.

Mather Group first reported a position in USMV in Q2 2013 and has held it in 26 quarters since. 350 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Mather Group held 77,204 shares of iShares MSCI USA Min Vol Factor ETF worth $7.52M as of Q3 2026.
  • Mather Group bought 1,622 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $161K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.06% of Mather Group's portfolio in Q3 2026, its #133 holding.
  • Mather Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2013 and has held it in 26 quarters since.
  • 350 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.