Professional Financial Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Professional Financial Advisors’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	$685K	Buy	7,035 +28	+0.4%	+$2.77K	0.12%	86
2026 Q2	$676K	Buy	7,007 +161	+2%	+$15.3K	0.12%	85
2026 Q1	$635K	Sell	6,846 -11	-0.2%	-$1.04K	0.13%	88
2025 Q4	$646K	Buy	6,857 +20	+0.3%	+$1.88K	0.13%	78
2025 Q3	$651K	Buy	6,837 +18	+0.3%	+$1.69K	0.14%	79
2025 Q2	$640K	Buy	6,819 +16	+0.2%	+$1.47K	0.15%	77
2025 Q1	$637K	Buy	6,803 +1,245	+22%	+$115K	0.16%	74
2024 Q4	$494K	Sell	5,558 -72	-1%	-$6.61K	0.13%	82
2024 Q3	$514K	Buy	5,630 +7	+0.1%	+$617	0.13%	78
2024 Q2	$472K	Sell	5,623 -48	-0.8%	-$3.96K	0.13%	76
2024 Q1	$474K	Buy	5,671 +21	+0.4%	+$1.69K	0.14%	76
2023 Q4	$441K	Buy	5,650 +191	+3%	+$14.3K	0.15%	69
2023 Q3	$395K	Hold	5,459	–	–	0.18%	72
2023 Q2	$406K	Buy	5,459 +30	+0.6%	+$2.19K	0.21%	60
2023 Q1	$421K	Buy	5,429 +55	+1%	+$3.95K	0.25%	48
2022 Q4	$387K	Sell	5,374 -61	-1%	-$4.34K	0.26%	62
2022 Q3	$359K	Buy	5,435 +24	+0.4%	+$1.73K	0.22%	64
2022 Q2	$380K	Sell	5,411 -18	-0.3%	-$1.32K	0.21%	69
2022 Q1	$421K	Buy	5,429 +86	+2%	+$6.51K	0.18%	62
2021 Q4	$432K	Buy	5,343 +15	+0.3%	+$1.16K	0.19%	69
2021 Q3	$392K	Buy	5,328 +19	+0.4%	+$1.45K	0.22%	61
2021 Q2	$391K	Buy	5,309 +92	+2%	+$6.65K	0.22%	57
2021 Q1	$361K	Buy	5,217 +198	+4%	+$13.4K	0.22%	71
2020 Q4	$341K	Sell	5,019 -19	-0.4%	-$1.25K	0.27%	73
2020 Q3	$311K	Sell	5,038 -237	-4%	-$15K	0.29%	63
2020 Q2	$320K	Sell	5,275 -1,789	-25%	-$106K	0.42%	48
2020 Q1	$417K	Sell	7,064 -22,392	-76%	-$1.42M	0.75%	37
2019 Q4	$1.93M	Buy	+29,456	New	+$1.89M	1.83%	15

Other funds holding USMV

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

LWA

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 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

KIA

Koenig Investment Advisory Ashland, Oregon $137M AUM 8.53% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 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

Professional Financial Advisors's USMV Position: Q3 2026 in Review

Professional Financial Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.4% in Q3 2026, buying an estimated $2.77K and bringing the position to 7,035 shares worth $685K. The position accounts for 0.12% of the portfolio, ranked #86.

Professional Financial Advisors first reported a position in USMV in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.93M in Q4 2019. 158 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Professional Financial Advisors held 7,035 shares of iShares MSCI USA Min Vol Factor ETF worth $685K as of Q3 2026.
Professional Financial Advisors bought 28 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $2.77K.
iShares MSCI USA Min Vol Factor ETF made up 0.12% of Professional Financial Advisors's portfolio in Q3 2026, its #86 holding.
Professional Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 28 quarters since.
Professional Financial Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $1.93M in Q4 2019.
158 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.