Obermeyer Wealth Partners
USMV icon

Obermeyer Wealth Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Obermeyer Wealth Partners’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 		$349K Hold
3,583
– – 0.01% 224
2026
Q2 		$346K Sell
3,583
-307
-8% -$29.1K 0.01% 230
2026
Q1 		$361K Hold
3,890
– – 0.02% 207
2025
Q4 		$366K Buy
+3,890
New +$366K 0.02% 209

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Obermeyer Wealth Partners's USMV Position: Q3 2026 in Review

Obermeyer Wealth Partners held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q3 2026 at 3,583 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #224.

Obermeyer Wealth Partners first reported a position in USMV in Q4 2025 and has held it in 4 quarters since. The position peaked at $366K in Q4 2025. 822 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Obermeyer Wealth Partners held 3,583 shares of iShares MSCI USA Min Vol Factor ETF worth $349K as of Q3 2026.
  • Obermeyer Wealth Partners left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #224 holding.
  • Obermeyer Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • Obermeyer Wealth Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $366K in Q4 2025.
  • 822 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.