McAdam LLC’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

McAdam LLC’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	$211K	Sell	2,165 -118	-5%	-$11.7K	0.01%	482
2026 Q2	$220K	Sell	2,283 -175	-7%	-$16.6K	0.01%	458
2026 Q1	$228K	Buy	2,458 +7	+0.3%	+$665	0.01%	390
2025 Q4	$231K	Sell	2,451 -677	-22%	-$63.8K	0.01%	379
2025 Q3	$298K	Buy	3,128 +9	+0.3%	+$843	0.01%	306
2025 Q2	$293K	Buy	3,119 +835	+37%	+$76.8K	0.02%	292
2025 Q1	$214K	Buy	+2,284	New	+$210K	0.01%	315

Other funds holding USMV

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

McAdam LLC's USMV Position: Q3 2026 in Review

McAdam LLC reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 5.2% in Q3 2026, selling an estimated $11.7K and leaving 2,165 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #482.

McAdam LLC first reported a position in USMV in Q1 2025 and has held it in 7 quarters since. The position peaked at $298K in Q3 2025. 448 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

McAdam LLC held 2,165 shares of iShares MSCI USA Min Vol Factor ETF worth $211K as of Q3 2026.
McAdam LLC sold 118 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $11.7K.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of McAdam LLC's portfolio in Q3 2026, its #482 holding.
McAdam LLC first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and has held it in 7 quarters since.
McAdam LLC's iShares MSCI USA Min Vol Factor ETF position peaked at $298K in Q3 2025.
448 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.