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North Point Portfolio Managers’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

North Point Portfolio Managers’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 		$86.6K Buy
+889
New +$88.1K 0.01% 105

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return
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
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 9.78% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

North Point Portfolio Managers's USMV Position: Q3 2026 in Review

North Point Portfolio Managers opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2026: 889 shares worth $86.6K. The stake represents 0.01% of the portfolio and ranks #105 among its holdings.

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

  • North Point Portfolio Managers held 889 shares of iShares MSCI USA Min Vol Factor ETF worth $86.6K as of Q3 2026.
  • iShares MSCI USA Min Vol Factor ETF was a new North Point Portfolio Managers position in Q3 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of North Point Portfolio Managers's portfolio in Q3 2026, its #105 holding.
  • 216 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on North Point Portfolio Managers's 13F filing for Q3 2026, filed 7 Oct 2026.