NWF Advisory Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

NWF Advisory Services’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	$1.5M	Buy	15,398 +4	+0%	+$396	0.14%	116
2026 Q2	$1.48M	Sell	15,394 -239	-2%	-$22.7K	0.14%	115
2026 Q1	$1.45M	Buy	15,633 +1,511	+11%	+$144K	0.16%	106
2025 Q4	$1.33M	Sell	14,122 -2,773	-16%	-$261K	0.15%	107
2025 Q3	$1.61M	Sell	16,895 -170	-1%	-$15.9K	0.18%	98
2025 Q2	$1.6M	Sell	17,065 -177	-1%	-$16.3K	0.19%	92
2025 Q1	$1.61M	Buy	17,242 +7,444	+76%	+$685K	0.23%	82
2024 Q4	$870K	Sell	9,798 -6,353	-39%	-$583K	0.13%	95
2024 Q3	$1.47M	Sell	16,151 -472	-3%	-$41.6K	0.21%	85
2024 Q2	$1.4M	Sell	16,623 -307	-2%	-$25.3K	0.22%	77
2024 Q1	$1.42M	Sell	16,930 -147	-0.9%	-$11.9K	0.24%	80
2023 Q4	$1.33M	Sell	17,077 -17,923	-51%	-$1.34M	0.27%	73
2023 Q3	$2.53M	Sell	35,000 -1,888	-5%	-$141K	0.6%	36
2023 Q2	$2.74M	Hold	36,888	–	–	0.64%	37
2023 Q1	$2.74M	Buy	+36,888	New	+$2.65M	0.64%	37

Other funds holding USMV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

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

NWF Advisory Services's USMV Position: Q3 2026 in Review

NWF Advisory Services increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.03% in Q3 2026, buying an estimated $396 and bringing the position to 15,398 shares worth $1.5M. The position accounts for 0.14% of the portfolio, ranked #116.

NWF Advisory Services first reported a position in USMV in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.74M in Q2 2023. 337 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

NWF Advisory Services held 15,398 shares of iShares MSCI USA Min Vol Factor ETF worth $1.5M as of Q3 2026.
NWF Advisory Services bought 4 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $396.
iShares MSCI USA Min Vol Factor ETF made up 0.14% of NWF Advisory Services's portfolio in Q3 2026, its #116 holding.
NWF Advisory Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2023 and has held it in 15 quarters since.
NWF Advisory Services's iShares MSCI USA Min Vol Factor ETF position peaked at $2.74M in Q2 2023.
337 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.