VisionPoint Advisory Group
USMV icon

VisionPoint Advisory Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

VisionPoint Advisory Group’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 		$433K Sell
4,446
-722
-14% -$71.5K 0.07% 270
2026
Q2 		$499K Buy
5,168
+869
+20% +$82.5K 0.08% 260
2026
Q1 		$399K Buy
4,299
+76
+2% +$7.22K 0.08% 263
2025
Q4 		$398K Sell
4,223
-33
-0.8% -$3.11K 0.08% 241
2025
Q3 		$405K Buy
4,256
+209
+5% +$19.6K 0.08% 237
2025
Q2 		$380K Buy
+4,047
New +$372K 0.08% 229
2025
Q1 		– Sell
-1,337
Closed -$119K – 306
2024
Q4 		$119K Buy
+1,337
New +$123K 0.04% 224
2024
Q3 		– Sell
-684
Closed -$57.4K – 755
2024
Q2 		$57.4K Hold
684
– – 0.02% 255
2024
Q1 		$57.2K Sell
684
-225
-25% -$18.2K 0.02% 250
2023
Q4 		$70.9K Buy
909
+779
+599% +$58.1K 0.03% 215
2023
Q3 		$9.41K Buy
+130
New +$9.7K ﹤0.01% 448
2021
Q3 		– Sell
-14,142
Closed -$1.04M – 111
2021
Q2 		$1.04M Buy
14,142
+1,850
+15% +$134K 0.46% 59
2021
Q1 		$850K Sell
12,292
-3,491
-22% -$236K 0.41% 62
2020
Q4 		$1.07M Sell
15,783
-15,026
-49% -$989K 0.54% 45
2020
Q3 		$1.96M Sell
30,809
-62
-0.2% -$3.93K 0.85% 24
2020
Q2 		$1.94M Sell
30,871
-11,588
-27% -$688K 0.79% 31
2020
Q1 		$2.29M Sell
42,459
-899
-2% -$57K 1.07% 24
2019
Q4 		$2.84M Sell
43,358
-1,350,491
-97% -$86.7M 1.18% 19
2019
Q3 		$89.2M Buy
1,393,849
+23,759
+2% +$1.51M 24.46% 1
2019
Q2 		$84.6M Buy
1,370,090
+209,834
+18% +$12.6M 24.29% 1
2019
Q1 		$68.2M Buy
1,160,256
+77,214
+7% +$4.33M 19.17% 1
2018
Q4 		$56.8M Buy
+1,083,042
New +$59.5M 18.38% 1

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

VisionPoint Advisory Group's USMV Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 14% in Q3 2026, selling an estimated $71.5K and leaving 4,446 shares worth $433K. The position accounts for 0.07% of the portfolio, ranked #270.

VisionPoint Advisory Group first reported a position in USMV in Q4 2018 and has held it in 22 quarters since. The position peaked at $89.2M in Q3 2019. 448 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • VisionPoint Advisory Group held 4,446 shares of iShares MSCI USA Min Vol Factor ETF worth $433K as of Q3 2026.
  • VisionPoint Advisory Group sold 722 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $71.5K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.07% of VisionPoint Advisory Group's portfolio in Q3 2026, its #270 holding.
  • VisionPoint Advisory Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 22 quarters since.
  • VisionPoint Advisory Group's iShares MSCI USA Min Vol Factor ETF position peaked at $89.2M in Q3 2019.
  • 448 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.