Scott & Selber Inc’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Scott & Selber Inc’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	$211K	Buy	2,163 +1	+0%	+$99	0.04%	90
2026 Q2	$209K	Buy	2,162 +1	+0%	+$95	0.04%	89
2026 Q1	$200K	Buy	2,161 +1	+0%	+$95	0.05%	89
2025 Q4	$203K	Buy	2,160 +1	+0%	+$94	0.05%	92
2025 Q3	$205K	Buy	2,159 +1	+0%	+$94	0.05%	93
2025 Q2	$203K	Buy	2,158 +1	+0%	+$92	0.06%	90
2025 Q1	$202K	Buy	+2,157	New	+$198K	0.06%	87
2024 Q4	–	Sell	-2,311	Closed	-$211K	–	96
2024 Q3	$211K	Buy	+2,311	New	+$204K	0.07%	88

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

Scott & Selber Inc's USMV Position: Q3 2026 in Review

Scott & Selber Inc increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.05% in Q3 2026, buying an estimated $99 and bringing the position to 2,163 shares worth $211K. The position accounts for 0.04% of the portfolio, ranked #90.

Scott & Selber Inc first reported a position in USMV in Q3 2024 and has held it in 8 quarters since. The position peaked at $211K in Q3 2024. 448 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Scott & Selber Inc held 2,163 shares of iShares MSCI USA Min Vol Factor ETF worth $211K as of Q3 2026.
Scott & Selber Inc bought 1 iShares MSCI USA Min Vol Factor ETF share in Q3 2026, an estimated $99.
iShares MSCI USA Min Vol Factor ETF made up 0.04% of Scott & Selber Inc's portfolio in Q3 2026, its #90 holding.
Scott & Selber Inc first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2024 and has held it in 8 quarters since.
Scott & Selber Inc's iShares MSCI USA Min Vol Factor ETF position peaked at $211K in Q3 2024.
448 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Scott & Selber Inc's 13F filing for Q3 2026, filed 21 Oct 2026.