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Realta Investment Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Realta Investment 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 		$300K Buy
3,081
+143
+5% +$14.2K 0.09% 171
2026
Q2 		$283K Buy
2,938
+800
+37% +$75.9K 0.09% 177
2026
Q1 		$198K Sell
2,138
-1,420
-40% -$135K 0.07% 196
2025
Q4 		$335K Buy
3,558
+750
+27% +$70.7K 0.11% 155
2025
Q3 		$267K Buy
2,808
+280
+11% +$26.2K 0.09% 163
2025
Q2 		$237K Buy
2,528
+1,000
+65% +$92K 0.09% 161
2025
Q1 		$143K Buy
1,528
+320
+26% +$29.4K 0.07% 189
2024
Q4 		$108K Buy
+1,208
New +$111K 0.04% 215
2024
Q3 		– Sell
-39
Closed -$3.27K – 744
2024
Q2 		$3.27K Sell
39
-94
-71% -$7.75K ﹤0.01% 746
2024
Q1 		$11.1K Buy
+133
New +$10.7K ﹤0.01% 689
2023
Q4 		– Sell
-2,182
Closed -$162K – 772
2023
Q3 		$162K Hold
2,182
– – 0.04% 408
2023
Q2 		$162K Buy
+2,182
New +$159K 0.04% 424
2023
Q1 		– Sell
-1,900
Closed -$137K – 798
2022
Q4 		$137K Buy
1,900
+109
+6% +$7.76K 0.03% 443
2022
Q3 		$118K Buy
+1,791
New +$129K 0.03% 429
2020
Q4 		– Sell
-3,658
Closed -$233K – 354
2020
Q3 		$233K Sell
3,658
-937
-20% -$59.5K 0.08% 268
2020
Q2 		$279K Buy
+4,595
New +$273K 0.09% 258
2020
Q1 		– Sell
-6,662
Closed -$434K – 1329
2019
Q4 		$434K Buy
6,662
+649
+11% +$41.7K 0.12% 203
2019
Q3 		$387K Sell
6,013
-122
-2% -$7.73K 0.11% 216
2019
Q2 		$378K Buy
6,135
+5,335
+667% +$320K 0.1% 215
2019
Q1 		$47K Buy
+800
New +$44.8K 0.02% 562

Other funds holding USMV

Wealth Enhancement Advisory Services
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
KL
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
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 9.78% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
AC
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

Realta Investment Advisors's USMV Position: Q3 2026 in Review

Realta Investment Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 4.9% in Q3 2026, buying an estimated $14.2K and bringing the position to 3,081 shares worth $300K. The position accounts for 0.09% of the portfolio, ranked #171.

Realta Investment Advisors first reported a position in USMV in Q1 2019 and has held it in 20 quarters since. The position peaked at $434K in Q4 2019. 176 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Realta Investment Advisors held 3,081 shares of iShares MSCI USA Min Vol Factor ETF worth $300K as of Q3 2026.
  • Realta Investment Advisors bought 143 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $14.2K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.09% of Realta Investment Advisors's portfolio in Q3 2026, its #171 holding.
  • Realta Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2019 and has held it in 20 quarters since.
  • Realta Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $434K in Q4 2019.
  • 176 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.