TSA Wealth Management
USMV icon

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

TSA 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 		$312K Sell
3,198
-246
-7% -$24.4K 0.09% 90
2026
Q2 		$332K Sell
3,444
-671
-16% -$63.7K 0.09% 83
2026
Q1 		$382K Buy
4,115
+554
+16% +$52.6K 0.12% 70
2025
Q4 		$335K Buy
3,561
+124
+4% +$11.7K 0.11% 69
2025
Q3 		$327K Sell
3,437
-222
-6% -$20.8K 0.11% 66
2025
Q2 		$343K Sell
3,659
-177
-5% -$16.3K 0.13% 62
2025
Q1 		$359K Buy
3,836
+153
+4% +$14.1K 0.14% 59
2024
Q4 		$327K Sell
3,683
-90
-2% -$8.26K 0.13% 51
2024
Q3 		$344K Sell
3,773
-851
-18% -$75K 0.14% 49
2024
Q2 		$388K Buy
+4,624
New +$381K 0.17% 47
2024
Q1 		– Sell
-25,100
Closed -$1.96M – 66
2023
Q4 		$1.96M Buy
+25,100
New +$1.87M 0.91% 22

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
Lineweaver Wealth Advisors
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

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

TSA Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 7.1% in Q3 2026, selling an estimated $24.4K and leaving 3,198 shares worth $312K. The position accounts for 0.09% of the portfolio, ranked #90.

TSA Wealth Management first reported a position in USMV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.96M in Q4 2023. 448 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • TSA Wealth Management held 3,198 shares of iShares MSCI USA Min Vol Factor ETF worth $312K as of Q3 2026.
  • TSA Wealth Management sold 246 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $24.4K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.09% of TSA Wealth Management's portfolio in Q3 2026, its #90 holding.
  • TSA Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • TSA Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $1.96M in Q4 2023.
  • 448 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on TSA Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.