Next Level Wealth Planning
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Next Level Wealth Planning’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Next Level Wealth Planning’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 		$70.8K Buy
+727
New +$72K 0.03% 141

Other funds holding USMV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Next Level Wealth Planning's USMV Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2026: 727 shares worth $70.8K. The stake represents 0.03% of the portfolio and ranks #141 among its holdings.

843 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Next Level Wealth Planning held 727 shares of iShares MSCI USA Min Vol Factor ETF worth $70.8K as of Q3 2026.
  • iShares MSCI USA Min Vol Factor ETF was a new Next Level Wealth Planning position in Q3 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.03% of Next Level Wealth Planning's portfolio in Q3 2026, its #141 holding.
  • 843 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.