Omni 360 Wealth’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Omni 360 Wealth’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	$377K	Sell	3,865 -98	-2%	-$9.71K	0.17%	103
2026 Q2	$382K	Sell	3,963 -195	-5%	-$18.5K	0.18%	97
2026 Q1	$386K	Sell	4,158 -138	-3%	-$13.1K	0.2%	93
2025 Q4	$407K	Sell	4,296 -532	-11%	-$50.1K	0.21%	89
2025 Q3	$459K	Sell	4,828 -26	-0.5%	-$2.44K	0.26%	76
2025 Q2	$456K	Sell	4,854 -282	-5%	-$25.9K	0.28%	72
2025 Q1	$481K	Sell	5,136 -42	-0.8%	-$3.87K	0.32%	64
2024 Q4	$460K	Sell	5,178 -11	-0.2%	-$1.01K	0.31%	67
2024 Q3	$474K	Sell	5,189 -84	-2%	-$7.41K	0.33%	71
2024 Q2	$443K	Sell	5,273 -501	-9%	-$41.3K	0.34%	69
2024 Q1	$483K	Sell	5,774 -2,445	-30%	-$197K	0.4%	59
2023 Q4	$641K	Buy	+8,219	New	+$613K	0.6%	44

Other funds holding USMV

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

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

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

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

AWM

Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

IIM

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

Omni 360 Wealth's USMV Position: Q3 2026 in Review

Omni 360 Wealth reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.5% in Q3 2026, selling an estimated $9.71K and leaving 3,865 shares worth $377K. The position accounts for 0.17% of the portfolio, ranked #103.

Omni 360 Wealth first reported a position in USMV in Q4 2023 and has held it in 12 quarters since. The position peaked at $641K in Q4 2023. 110 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Omni 360 Wealth held 3,865 shares of iShares MSCI USA Min Vol Factor ETF worth $377K as of Q3 2026.
Omni 360 Wealth sold 98 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $9.71K.
iShares MSCI USA Min Vol Factor ETF made up 0.17% of Omni 360 Wealth's portfolio in Q3 2026, its #103 holding.
Omni 360 Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 12 quarters since.
Omni 360 Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $641K in Q4 2023.
110 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Omni 360 Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.