MBE Wealth Management
USMV icon

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

MBE 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 		$700K Sell
7,179
-100
-1% -$9.9K 0.25% 60
2026
Q2 		$702K Sell
7,279
-636
-8% -$60.4K 0.25% 60
2026
Q1 		$734K Sell
7,915
-3
-0% -$285 0.3% 45
2025
Q4 		$746K Buy
7,918
+1
+0% +$94 0.31% 44
2025
Q3 		$753K Buy
7,917
+1
+0% +$94 0.33% 44
2025
Q2 		$743K Sell
7,916
-264
-3% -$24.3K 0.32% 42
2025
Q1 		$766K Buy
8,180
+1
+0% +$92 0.37% 39
2024
Q4 		$726K Sell
8,179
-53
-0.6% -$4.86K 0.41% 36
2024
Q3 		$752K Sell
8,232
-100
-1% -$8.82K 0.41% 36
2024
Q2 		$700K Sell
8,332
-149
-2% -$12.3K 0.42% 32
2024
Q1 		$709K Sell
8,481
-577
-6% -$46.6K 0.44% 35
2023
Q4 		$707K Sell
9,058
-257
-3% -$19.2K 0.36% 34
2023
Q3 		$674K Sell
9,315
-300
-3% -$22.4K 0.39% 30
2023
Q2 		$715K Sell
9,615
-664
-6% -$48.5K 0.38% 32
2023
Q1 		$748K Sell
10,279
-273
-3% -$19.6K 0.44% 28
2022
Q4 		$761K Sell
10,552
-203
-2% -$14.4K 0.49% 24
2022
Q3 		$711K Sell
10,755
-2,112
-16% -$152K 0.52% 20
2022
Q2 		$903K Sell
12,867
-420
-3% -$30.7K 0.63% 18
2022
Q1 		$1.03M Sell
13,287
-1,457
-10% -$110K 0.61% 17
2021
Q4 		$1.19M Sell
14,744
-1,864
-11% -$144K 0.61% 14
2021
Q3 		$1.22M Sell
16,608
-4,350
-21% -$331K 0.62% 14
2021
Q2 		$1.54M Sell
20,958
-107,584
-84% -$7.77M 0.8% 14
2021
Q1 		$8.89M Buy
128,542
+2,152
+2% +$145K 4.83% 6
2020
Q4 		$8.58M Buy
126,390
+7,894
+7% +$520K 5.8% 5
2020
Q3 		$7.18M Buy
118,496
+72
+0.1% +$4.57K 6.04% 4
2020
Q2 		$7.18M Sell
118,424
-28,184
-19% -$1.67M 6.04% 4
2020
Q1 		$7.92M Buy
146,608
+11,698
+9% +$742K 7.55% 4
2019
Q4 		$8.85M Buy
+134,910
New +$8.66M 8.86% 4

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 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

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

MBE Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.4% in Q3 2026, selling an estimated $9.9K and leaving 7,179 shares worth $700K. The position accounts for 0.25% of the portfolio, ranked #60.

MBE Wealth Management first reported a position in USMV in Q4 2019 and has held it in 28 quarters since. The position peaked at $8.89M in Q1 2021. 623 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • MBE Wealth Management held 7,179 shares of iShares MSCI USA Min Vol Factor ETF worth $700K as of Q3 2026.
  • MBE Wealth Management sold 100 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $9.9K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.25% of MBE Wealth Management's portfolio in Q3 2026, its #60 holding.
  • MBE Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 28 quarters since.
  • MBE Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $8.89M in Q1 2021.
  • 623 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.