MKT Advisors
USMV icon

MKT Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

MKT Advisors’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 		$396K Sell
3,956
-504
-11% -$49.9K 0.13% 95
2026
Q2 		$439K Hold
4,460
– – 0.14% 92
2026
Q1 		$416K Hold
4,460
– – 0.14% 95
2025
Q4 		$419K Buy
4,460
+10
+0.2% +$942 0.14% 94
2025
Q3 		$423K Sell
4,450
-51
-1% -$4.78K 0.16% 92
2025
Q2 		$424K Buy
4,501
+3
+0.1% +$276 0.17% 88
2025
Q1 		$388K Buy
4,498
+1
+0% +$92 0.18% 83
2024
Q4 		$404K Buy
4,497
+8
+0.2% +$734 0.18% 82
2024
Q3 		$408K Sell
4,489
-23
-0.5% -$2.03K 0.19% 81
2024
Q2 		$379K Buy
4,512
+9
+0.2% +$742 0.19% 82
2024
Q1 		$367K Sell
4,503
-1,775
-28% -$143K 0.2% 87
2023
Q4 		$489K Buy
6,278
+63
+1% +$4.7K 0.32% 67
2023
Q3 		$447K Sell
6,215
-568
-8% -$42.4K 0.34% 61
2023
Q2 		$512K Sell
6,783
-296
-4% -$21.6K 0.36% 58
2023
Q1 		$519K Buy
7,079
+96
+1% +$6.9K 0.39% 57
2022
Q4 		$515K Buy
6,983
+1,007
+17% +$71.7K 0.39% 56
2022
Q3 		$395K Buy
5,976
+1,370
+30% +$98.8K 0.34% 64
2022
Q2 		$328K Buy
4,606
+179
+4% +$13.1K 0.26% 82
2022
Q1 		$316K Sell
4,427
-393
-8% -$29.8K 0.24% 86
2021
Q4 		$354K Buy
+4,820
New +$373K 0.28% 80

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
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
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

MKT Advisors's USMV Position: Q3 2026 in Review

MKT Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 11% in Q3 2026, selling an estimated $49.9K and leaving 3,956 shares worth $396K. The position accounts for 0.13% of the portfolio, ranked #95.

MKT Advisors first reported a position in USMV in Q4 2021 and has held it in 20 quarters since. The position peaked at $519K in Q1 2023. 448 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • MKT Advisors held 3,956 shares of iShares MSCI USA Min Vol Factor ETF worth $396K as of Q3 2026.
  • MKT Advisors sold 504 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $49.9K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.13% of MKT Advisors's portfolio in Q3 2026, its #95 holding.
  • MKT Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 20 quarters since.
  • MKT Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $519K in Q1 2023.
  • 448 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on MKT Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.