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Stegent Equity Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Stegent Equity Advisors’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 		– Sell
-2,386
Closed -$230K – 117
2026
Q2 		$230K Buy
+2,386
New +$226K 0.16% 101

Other funds holding USMV

KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
KIA
Koenig Investment Advisory Ashland, Oregon $137M AUM 8.53% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Stegent Equity Advisors's USMV Position: Q3 2026 in Review

Stegent Equity Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2026, closing a stake of 2,386 shares — an estimated $230K sold.

Stegent Equity Advisors first reported a position in USMV in Q2 2026 and held it in 1 quarter. The position peaked at $230K in Q2 2026. 86 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Stegent Equity Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2026 after selling out during the quarter.
  • Stegent Equity Advisors sold 2,386 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $230K.
  • Stegent Equity Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2026 and held it in 1 quarter.
  • Stegent Equity Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $230K in Q2 2026.
  • 86 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Stegent Equity Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.