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Summit Wealth Group, LLC/OK’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Summit Wealth Group, LLC/OK’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 		$561K Sell
5,755
-2,808
-33% -$278K 0.95% 27
2026
Q2 		$826K Sell
8,563
-37
-0.4% -$3.51K 1.07% 27
2026
Q1 		$798K Sell
8,600
-544
-6% -$51.7K 1.11% 26
2025
Q4 		$861K Buy
+9,144
New +$861K 0.89% 29

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Summit Wealth Group, LLC/OK's USMV Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 33% in Q3 2026, selling an estimated $278K and leaving 5,755 shares worth $561K. The position accounts for 0.95% of the portfolio, ranked #27.

Summit Wealth Group, LLC/OK first reported a position in USMV in Q4 2025 and has held it in 4 quarters since. The position peaked at $861K in Q4 2025. 904 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 5,755 shares of iShares MSCI USA Min Vol Factor ETF worth $561K as of Q3 2026.
  • Summit Wealth Group, LLC/OK sold 2,808 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $278K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.95% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #27 holding.
  • Summit Wealth Group, LLC/OK first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • Summit Wealth Group, LLC/OK's iShares MSCI USA Min Vol Factor ETF position peaked at $861K in Q4 2025.
  • 904 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.