Spire Wealth Management
USMV icon

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

Spire 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 		$1.79M Sell
18,329
-318
-2% -$31.5K 0.05% 288
2026
Q2 		$1.8M Sell
18,647
-1,481
-7% -$141K 0.05% 290
2026
Q1 		$1.87M Sell
20,128
-9
-0% -$855 0.06% 272
2025
Q4 		$1.9M Sell
20,137
-507
-2% -$47.8K 0.06% 263
2025
Q3 		$1.96M Sell
20,644
-34,950
-63% -$3.27M 0.07% 238
2025
Q2 		$5.21M Buy
55,594
+28,824
+108% +$2.65M 0.19% 100
2025
Q1 		$2.51M Sell
26,770
-1,045
-4% -$96.2K 0.08% 237
2024
Q4 		$2.47M Sell
27,815
-974
-3% -$89.4K 0.08% 220
2024
Q3 		$2.63M Sell
28,789
-462
-2% -$40.7K 0.09% 190
2024
Q2 		$2.46M Sell
29,251
-25,306
-46% -$2.09M 0.09% 202
2024
Q1 		$4.56M Sell
54,557
-7,002
-11% -$565K 0.08% 171
2023
Q4 		$4.89M Sell
61,559
-170,787
-74% -$12.7M 0.16% 144
2023
Q3 		$16.8M Buy
232,346
+20,423
+10% +$1.52M 0.64% 31
2023
Q2 		$15.8M Buy
211,923
+25,875
+14% +$1.89M 0.58% 32
2023
Q1 		$13.5M Buy
186,048
+45,577
+32% +$3.28M 0.53% 36
2022
Q4 		$10.1M Sell
140,471
-1,850
-1% -$132K 0.57% 42
2022
Q3 		$9.41M Sell
142,321
-47,360
-25% -$3.41M 0.57% 37
2022
Q2 		$13.3M Buy
189,681
+61,631
+48% +$4.51M 0.55% 36
2022
Q1 		$10M Buy
128,050
+2,516
+2% +$190K 0.27% 100
2021
Q4 		$10.2M Sell
125,534
-2,306
-2% -$179K 0.23% 120
2021
Q3 		$9.4M Buy
127,840
+1,096
+0.9% +$83.5K 0.25% 114
2021
Q2 		$9.33M Sell
126,744
-12,944
-9% -$935K 0.25% 113
2021
Q1 		$9.7M Buy
+139,688
New +$9.44M 0.26% 110

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

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

Spire Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.7% in Q3 2026, selling an estimated $31.5K and leaving 18,329 shares worth $1.79M. The position accounts for 0.05% of the portfolio, ranked #288.

Spire Wealth Management first reported a position in USMV in Q1 2021 and has held it in 23 quarters since. The position peaked at $16.8M in Q3 2023. 1,207 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Spire Wealth Management held 18,329 shares of iShares MSCI USA Min Vol Factor ETF worth $1.79M as of Q3 2026.
  • Spire Wealth Management sold 318 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $31.5K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.05% of Spire Wealth Management's portfolio in Q3 2026, its #288 holding.
  • Spire Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $16.8M in Q3 2023.
  • 1,207 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.