15 Wealth Advisors LLC’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

15 Wealth Advisors LLC’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	$251K	Buy	+2,573	New	+$255K	0.06%	99

Other funds holding USMV

Wealth Enhancement Advisory Services

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

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

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

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

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 9.78% 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

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

15 Wealth Advisors LLC's USMV Position: Q3 2026 in Review

15 Wealth Advisors LLC opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2026: 2,573 shares worth $251K. The stake represents 0.06% of the portfolio and ranks #99 among its holdings.

182 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

15 Wealth Advisors LLC held 2,573 shares of iShares MSCI USA Min Vol Factor ETF worth $251K as of Q3 2026.
iShares MSCI USA Min Vol Factor ETF was a new 15 Wealth Advisors LLC position in Q3 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.06% of 15 Wealth Advisors LLC's portfolio in Q3 2026, its #99 holding.
182 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on 15 Wealth Advisors LLC's 13F filing for Q3 2026, filed 14 Oct 2026.