Sensible Money’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Sensible Money’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	$843K	Hold	8,653	–	–	0.22%	31
2026 Q2	$835K	Sell	8,653 -25	-0.3%	-$2.37K	0.22%	32
2026 Q1	$805K	Hold	8,678	–	–	0.24%	30
2025 Q4	$817K	Sell	8,678 -161	-2%	-$15.2K	0.26%	28
2025 Q3	$841K	Hold	8,839	–	–	0.29%	26
2025 Q2	$830K	Hold	8,839	–	–	0.31%	25
2025 Q1	$828K	Buy	8,839 +112	+1%	+$10.3K	0.35%	22
2024 Q4	$775K	Hold	8,727	–	–	0.34%	25
2024 Q3	$797K	Buy	8,727 +121	+1%	+$10.7K	0.35%	26
2024 Q2	$723K	Hold	8,606	–	–	0.35%	27
2024 Q1	$719K	Hold	8,606	–	–	0.39%	28
2023 Q4	$672K	Hold	8,606	–	–	0.4%	29
2023 Q3	$623K	Hold	8,606	–	–	0.44%	27
2023 Q2	$640K	Hold	8,606	–	–	0.47%	30
2023 Q1	$626K	Hold	8,606	–	–	0.54%	29
2022 Q4	$620K	Buy	+8,606	New	+$612K	0.66%	27

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

Sensible Money's USMV Position: Q3 2026 in Review

Sensible Money held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q3 2026 at 8,653 shares worth $843K. The position accounts for 0.22% of the portfolio, ranked #31.

Sensible Money first reported a position in USMV in Q4 2022 and has held it in 16 quarters since. 448 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Sensible Money held 8,653 shares of iShares MSCI USA Min Vol Factor ETF worth $843K as of Q3 2026.
Sensible Money left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q3 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.22% of Sensible Money's portfolio in Q3 2026, its #31 holding.
Sensible Money first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 16 quarters since.
448 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Sensible Money's 13F filing for Q3 2026, filed 20 Oct 2026.