Shayne & Jacobs LLC’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Shayne & Jacobs LLC’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	$368K	Hold	3,780	–	–	0.11%	77
2026 Q2	$365K	Hold	3,780	–	–	0.11%	79
2026 Q1	$351K	Hold	3,780	–	–	0.11%	76
2025 Q4	$356K	Sell	3,780 -60	-2%	-$5.65K	0.11%	73
2025 Q3	$365K	Hold	3,840	–	–	0.11%	70
2025 Q2	$360K	Hold	3,840	–	–	0.12%	70
2025 Q1	$360K	Hold	3,840	–	–	0.09%	73
2024 Q4	$341K	Sell	3,840 -80	-2%	-$7.34K	0.09%	71
2024 Q3	$358K	Hold	3,920	–	–	0.09%	71
2024 Q2	$329K	Hold	3,920	–	–	0.09%	75
2024 Q1	$328K	Sell	3,920 -120	-3%	-$9.7K	0.09%	76
2023 Q4	$315K	Sell	4,040 -510	-11%	-$38.1K	0.1%	74
2023 Q3	$329K	Buy	+4,550	New	+$339K	0.11%	72

Other funds holding USMV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 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

Shayne & Jacobs LLC's USMV Position: Q3 2026 in Review

Shayne & Jacobs LLC held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q3 2026 at 3,780 shares worth $368K. The position accounts for 0.11% of the portfolio, ranked #77.

Shayne & Jacobs LLC first reported a position in USMV in Q3 2023 and has held it in 13 quarters since. 640 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Shayne & Jacobs LLC held 3,780 shares of iShares MSCI USA Min Vol Factor ETF worth $368K as of Q3 2026.
Shayne & Jacobs LLC left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q3 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.11% of Shayne & Jacobs LLC's portfolio in Q3 2026, its #77 holding.
Shayne & Jacobs LLC first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2023 and has held it in 13 quarters since.
640 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Shayne & Jacobs LLC's 13F filing for Q3 2026, filed 21 Oct 2026.