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

Nautilus 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	$286K	Hold	2,935	–	–	0.17%	143
2026 Q2	$287K	Hold	2,935	–	–	0.17%	144
2026 Q1	$272K	Hold	2,935	–	–	0.19%	133
2025 Q4	$276K	Hold	2,935	–	–	0.18%	139
2025 Q3	$279K	Hold	2,935	–	–	0.19%	140
2025 Q2	$276K	Hold	2,935	–	–	0.2%	135
2025 Q1	$275K	Hold	2,935	–	–	0.23%	122
2024 Q4	$261K	Buy	+2,935	New	+$269K	0.21%	127

Other funds holding USMV

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

KIA

Koenig Investment Advisory Ashland, Oregon $137M AUM 8.53% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

IIM

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Nautilus Advisors's USMV Position: Q3 2026 in Review

Nautilus Advisors held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q3 2026 at 2,935 shares worth $286K. The position accounts for 0.17% of the portfolio, ranked #143.

Nautilus Advisors first reported a position in USMV in Q4 2024 and has held it in 8 quarters since. The position peaked at $287K in Q2 2026. 86 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Nautilus Advisors held 2,935 shares of iShares MSCI USA Min Vol Factor ETF worth $286K as of Q3 2026.
Nautilus Advisors left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q3 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.17% of Nautilus Advisors's portfolio in Q3 2026, its #143 holding.
Nautilus Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 8 quarters since.
Nautilus Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $287K in Q2 2026.
86 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Nautilus Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.