Venture Visionary Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Venture Visionary Partners’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	$461K	Sell	4,734 -168	-3%	-$16.6K	0.01%	485
2026 Q2	$473K	Buy	4,902 +234	+5%	+$22.2K	0.01%	483
2026 Q1	$433K	Hold	4,668	–	–	0.01%	447
2025 Q4	$440K	Hold	4,668	–	–	0.01%	456
2025 Q3	$444K	Hold	4,668	–	–	0.02%	441
2025 Q2	$438K	Hold	4,668	–	–	0.02%	424
2025 Q1	$437K	Hold	4,668	–	–	0.02%	409
2024 Q4	$414K	Sell	4,668 -279	-6%	-$25.6K	0.02%	403
2024 Q3	$452K	Hold	4,947	–	–	0.02%	397
2024 Q2	$415K	Hold	4,947	–	–	0.02%	411
2024 Q1	$413K	Buy	4,947 +112	+2%	+$9.04K	0.02%	412
2023 Q4	$377K	Hold	4,835	–	–	0.02%	403
2023 Q3	$350K	Hold	4,835	–	–	0.02%	391
2023 Q2	$359K	Hold	4,835	–	–	0.02%	397
2023 Q1	$352K	Hold	4,835	–	–	0.02%	386
2022 Q4	$349K	Hold	4,835	–	–	0.03%	373
2022 Q3	$319K	Hold	4,835	–	–	0.03%	360
2022 Q2	$339K	Hold	4,835	–	–	0.03%	359
2022 Q1	$375K	Hold	4,835	–	–	0.03%	367
2021 Q4	$391K	Buy	4,835 +854	+21%	+$66.1K	0.03%	363
2021 Q3	$292K	Sell	3,981 -28	-0.7%	-$2.13K	0.02%	410
2021 Q2	$295K	Buy	4,009 +437	+12%	+$31.6K	0.02%	393
2021 Q1	$247K	Buy	3,572 +492	+16%	+$33.3K	0.02%	403
2020 Q4	$209K	Buy	+3,080	New	+$203K	0.02%	366

Other funds holding USMV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

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

AWM

Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

IIM

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

Venture Visionary Partners's USMV Position: Q3 2026 in Review

Venture Visionary Partners reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.4% in Q3 2026, selling an estimated $16.6K and leaving 4,734 shares worth $461K. The position accounts for 0.01% of the portfolio, ranked #485.

Venture Visionary Partners first reported a position in USMV in Q4 2020 and has held it in 24 quarters since. The position peaked at $473K in Q2 2026. 112 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Venture Visionary Partners held 4,734 shares of iShares MSCI USA Min Vol Factor ETF worth $461K as of Q3 2026.
Venture Visionary Partners sold 168 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $16.6K.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Venture Visionary Partners's portfolio in Q3 2026, its #485 holding.
Venture Visionary Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 24 quarters since.
Venture Visionary Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $473K in Q2 2026.
112 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.