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USMV icon

Sapient Capital’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Sapient Capital’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 		$1.19M Sell
12,242
-1,011
-8% -$100K 0.02% 182
2026
Q2 		$1.28M Sell
13,253
-742
-5% -$70.4K 0.02% 182
2026
Q1 		$1.3M Hold
13,995
– – 0.02% 183
2025
Q4 		$1.32M Hold
13,995
– – 0.02% 182
2025
Q3 		$1.33M Sell
13,995
-4,427
-24% -$415K 0.02% 170
2025
Q2 		$1.73M Hold
18,422
– – 0.03% 153
2025
Q1 		$1.73M Sell
18,422
-3,584
-16% -$330K 0.03% 156
2024
Q4 		$1.95M Buy
22,006
+4,427
+25% +$406K 0.04% 142
2024
Q3 		$1.61M Sell
17,579
-7
-0% -$617 0.03% 155
2024
Q2 		$1.48M Hold
17,586
– – 0.03% 148
2024
Q1 		$1.47M Hold
17,586
– – 0.03% 153
2023
Q4 		$1.37M Buy
+17,586
New +$1.31M 0.04% 152

Other funds holding USMV

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
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
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Sapient Capital's USMV Position: Q3 2026 in Review

Sapient Capital reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 7.6% in Q3 2026, selling an estimated $100K and leaving 12,242 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #182.

Sapient Capital first reported a position in USMV in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.95M in Q4 2024. 98 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Sapient Capital held 12,242 shares of iShares MSCI USA Min Vol Factor ETF worth $1.19M as of Q3 2026.
  • Sapient Capital sold 1,011 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $100K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.02% of Sapient Capital's portfolio in Q3 2026, its #182 holding.
  • Sapient Capital first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 12 quarters since.
  • Sapient Capital's iShares MSCI USA Min Vol Factor ETF position peaked at $1.95M in Q4 2024.
  • 98 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.