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

Segment Wealth Management’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	$313K	Buy	+3,216	New	+$319K	0.02%	264

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

Segment Wealth Management's USMV Position: Q3 2026 in Review

Segment Wealth Management opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2026: 3,216 shares worth $313K. The stake represents 0.02% of the portfolio and ranks #264 among its holdings.

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

Segment Wealth Management held 3,216 shares of iShares MSCI USA Min Vol Factor ETF worth $313K as of Q3 2026.
iShares MSCI USA Min Vol Factor ETF was a new Segment Wealth Management position in Q3 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of Segment Wealth Management's portfolio in Q3 2026, its #264 holding.
491 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Segment Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.