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

Ridgeline 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	–	Sell	-2,218	Closed	-$214K	–	62
2026 Q2	$214K	Sell	2,218 -149	-6%	-$14.1K	0.13%	58
2026 Q1	$220K	Sell	2,367 -396	-14%	-$37.6K	0.16%	49
2025 Q4	$260K	Sell	2,763 -125	-4%	-$11.8K	0.18%	44
2025 Q3	$275K	Sell	2,888 -250	-8%	-$23.4K	0.2%	41
2025 Q2	$295K	Sell	3,138 -2,889	-48%	-$266K	0.24%	39
2025 Q1	$564K	Sell	6,027 -153	-2%	-$14.1K	0.48%	28
2024 Q4	$549K	Buy	+6,180	New	+$567K	0.45%	30

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

Ridgeline Wealth's USMV Position: Q3 2026 in Review

Ridgeline Wealth sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2026, closing a stake of 2,218 shares — an estimated $214K sold.

Ridgeline Wealth first reported a position in USMV in Q4 2024 and held it in 7 quarters. The position peaked at $564K in Q1 2025. 448 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Ridgeline Wealth reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2026 after selling out during the quarter.
Ridgeline Wealth sold 2,218 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $214K.
Ridgeline Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and held it in 7 quarters.
Ridgeline Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $564K in Q1 2025.
448 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

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