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

Noble Wealth Management PBC’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 		$266K Sell
2,734
-240
-8% -$23.8K 0.12% 139
2026
Q2 		$287K Sell
2,974
-30
-1% -$2.85K 0.13% 135
2026
Q1 		$279K Sell
3,004
-50
-2% -$4.75K 0.14% 124
2025
Q4 		$288K Sell
3,054
-76
-2% -$7.16K 0.14% 119
2025
Q3 		$298K Buy
+3,130
New +$293K 0.16% 114
2025
Q1 		$300K Sell
3,208
-66
-2% -$6.07K 0.21% 109
2024
Q4 		$291K Buy
+3,274
New +$300K 0.2% 103

Other funds holding USMV

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

Noble Wealth Management PBC's USMV Position: Q3 2026 in Review

Noble Wealth Management PBC reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 8.1% in Q3 2026, selling an estimated $23.8K and leaving 2,734 shares worth $266K. The position accounts for 0.12% of the portfolio, ranked #139.

Noble Wealth Management PBC first reported a position in USMV in Q4 2024 and has held it in 7 quarters since. The position peaked at $300K in Q1 2025. 86 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Noble Wealth Management PBC held 2,734 shares of iShares MSCI USA Min Vol Factor ETF worth $266K as of Q3 2026.
  • Noble Wealth Management PBC sold 240 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $23.8K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.12% of Noble Wealth Management PBC's portfolio in Q3 2026, its #139 holding.
  • Noble Wealth Management PBC first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • Noble Wealth Management PBC's iShares MSCI USA Min Vol Factor ETF position peaked at $300K in Q1 2025.
  • 86 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.