Sweeney & Michel’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Sweeney & Michel’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	$2.33M	Buy	23,949 +340	+1%	+$33.7K	0.62%	29
2026 Q2	$2.38M	Buy	23,609 +3,277	+16%	+$311K	0.62%	27
2026 Q1	$1.9M	Buy	20,332 +1,018	+5%	+$96.7K	0.56%	34
2025 Q4	$1.85M	Buy	19,314 +605	+3%	+$57K	0.55%	34
2025 Q3	$1.76M	Buy	18,709 +776	+4%	+$72.7K	0.59%	33
2025 Q2	$1.66M	Sell	17,933 -149	-0.8%	-$13.7K	0.59%	32
2025 Q1	$1.54M	Buy	+18,082	New	+$1.66M	0.68%	28
2024 Q3	$1.6M	Buy	17,265 +745	+5%	+$65.7K	0.63%	30
2024 Q2	$1.39M	Sell	16,520 -179	-1%	-$14.8K	0.59%	30
2024 Q1	$1.39M	Buy	+16,699	New	+$1.35M	0.61%	28
2023 Q3	$1.39M	Buy	18,812 +2,593	+16%	+$193K	0.73%	26
2023 Q2	$1.21M	Buy	16,219 +443	+3%	+$32.4K	0.62%	27
2023 Q1	$1.14M	Buy	+15,776	New	+$1.13M	0.61%	29

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

Sweeney & Michel's USMV Position: Q3 2026 in Review

Sweeney & Michel increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.4% in Q3 2026, buying an estimated $33.7K and bringing the position to 23,949 shares worth $2.33M. The position accounts for 0.62% of the portfolio, ranked #29.

Sweeney & Michel first reported a position in USMV in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.38M in Q2 2026. 448 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Sweeney & Michel held 23,949 shares of iShares MSCI USA Min Vol Factor ETF worth $2.33M as of Q3 2026.
Sweeney & Michel bought 340 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $33.7K.
iShares MSCI USA Min Vol Factor ETF made up 0.62% of Sweeney & Michel's portfolio in Q3 2026, its #29 holding.
Sweeney & Michel first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2023 and has held it in 13 quarters since.
Sweeney & Michel's iShares MSCI USA Min Vol Factor ETF position peaked at $2.38M in Q2 2026.
448 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.