One Advisory Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

One Advisory 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	$300K	Sell	3,082 -2,298	-43%	-$228K	0.08%	56
2026 Q2	$519K	Sell	5,380 -706	-12%	-$67K	0.14%	45
2026 Q1	$564K	Sell	6,086 -905	-13%	-$86K	0.17%	38
2025 Q4	$658K	Sell	6,991 -849	-11%	-$80K	0.2%	36
2025 Q3	$739K	Sell	7,840 -1,329	-14%	-$124K	0.23%	35
2025 Q2	$862K	Buy	9,169 +221	+2%	+$20.3K	0.29%	30
2025 Q1	$838K	Buy	8,948 +1,096	+14%	+$101K	0.36%	26
2024 Q4	$697K	Sell	7,852 -146	-2%	-$13.4K	0.31%	28
2024 Q3	$730K	Sell	7,998 -101	-1%	-$8.9K	0.32%	26
2024 Q2	$680K	Sell	8,099 -1,873	-19%	-$154K	0.31%	28
2024 Q1	$833K	Sell	9,972 -30,265	-75%	-$2.44M	0.41%	28
2023 Q4	$3.14M	Sell	40,237 -22,779	-36%	-$1.7M	1.65%	16
2023 Q3	$4.56M	Sell	63,016 -40,809	-39%	-$3.04M	2.66%	9
2023 Q2	$7.72M	Buy	103,825 +5,867	+6%	+$429K	4.34%	7
2023 Q1	$7.13M	Buy	97,958 +18,524	+23%	+$1.33M	4.19%	8
2022 Q4	$5.73M	Sell	79,434 -2,573	-3%	-$183K	3.65%	7
2022 Q3	$5.42M	Buy	82,007 +44,335	+118%	+$3.2M	3.74%	8
2022 Q2	$2.64M	Buy	37,672 +4,702	+14%	+$344K	1.75%	13
2022 Q1	$2.56M	Buy	32,970 +3,636	+12%	+$275K	1.49%	16
2021 Q4	$2.37M	Buy	+29,334	New	+$2.27M	1.35%	16
2021 Q3	–	Sell	-6,556	Closed	-$483K	–	33
2021 Q2	$483K	Sell	6,556 -16,782	-72%	-$1.21M	0.3%	25
2021 Q1	$1.62M	Sell	23,338 -26,109	-53%	-$1.77M	1.06%	19
2020 Q4	$3.36M	Buy	49,447 +1,062	+2%	+$69.9K	2.3%	14
2020 Q3	$3.08M	Buy	48,385 +1,042	+2%	+$66.1K	2.34%	15
2020 Q2	$2.87M	Buy	+47,343	New	+$2.81M	2.32%	16

Other funds holding USMV

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 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

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

One Advisory Partners's USMV Position: Q3 2026 in Review

One Advisory Partners reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 43% in Q3 2026, selling an estimated $228K and leaving 3,082 shares worth $300K. The position accounts for 0.08% of the portfolio, ranked #56.

One Advisory Partners first reported a position in USMV in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.72M in Q2 2023. 491 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

One Advisory Partners held 3,082 shares of iShares MSCI USA Min Vol Factor ETF worth $300K as of Q3 2026.
One Advisory Partners sold 2,298 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $228K.
iShares MSCI USA Min Vol Factor ETF made up 0.08% of One Advisory Partners's portfolio in Q3 2026, its #56 holding.
One Advisory Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2020 and has held it in 25 quarters since.
One Advisory Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $7.72M in Q2 2023.
491 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on One Advisory Partners's 13F filing for Q3 2026, filed 22 Oct 2026.