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

TPG 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	$2.37M	Buy	24,294 +1,572	+7%	+$156K	1.26%	20
2026 Q2	$2.19M	Sell	22,722 -21	-0.1%	-$1.99K	1.2%	20
2026 Q1	$2.11M	Sell	22,743 -1,231	-5%	-$117K	1.31%	21
2025 Q4	$2.26M	Buy	23,974 +464	+2%	+$43.7K	1.4%	19
2025 Q3	$2.24M	Buy	23,510 +128	+0.5%	+$12K	1.47%	17
2025 Q2	$2.19M	Sell	23,382 -135	-0.6%	-$12.4K	1.59%	16
2025 Q1	$2.2M	Buy	23,517 +199	+0.9%	+$18.3K	1.74%	15
2024 Q4	$2.07M	Sell	23,318 -855	-4%	-$78.4K	1.62%	16
2024 Q3	$2.21M	Sell	24,173 -102	-0.4%	-$8.99K	1.73%	15
2024 Q2	$2.04M	Buy	+24,275	New	+$2M	1.74%	15

Other funds holding USMV

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

High Probability Advisors Pittsford, New York $892M AUM 11.11% 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

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

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

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

TPG Advisors's USMV Position: Q3 2026 in Review

TPG Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 6.9% in Q3 2026, buying an estimated $156K and bringing the position to 24,294 shares worth $2.37M. The position accounts for 1.26% of the portfolio, ranked #20.

TPG Advisors first reported a position in USMV in Q2 2024 and has held it in 10 quarters since. 304 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

TPG Advisors held 24,294 shares of iShares MSCI USA Min Vol Factor ETF worth $2.37M as of Q3 2026.
TPG Advisors bought 1,572 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $156K.
iShares MSCI USA Min Vol Factor ETF made up 1.26% of TPG Advisors's portfolio in Q3 2026, its #20 holding.
TPG Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2024 and has held it in 10 quarters since.
304 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on TPG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.