W Advisors LLC
USMV icon

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

W Advisors LLC’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 		$664K Sell
6,811
-142
-2% -$14.1K 0.29% 71
2026
Q2 		$671K Hold
6,953
– – 0.31% 71
2026
Q1 		$645K Buy
6,953
+89
+1% +$8.45K 0.33% 67
2025
Q4 		$646K Sell
6,864
-851
-11% -$80.2K 0.33% 67
2025
Q3 		$734K Sell
7,715
-208
-3% -$19.5K 0.39% 59
2025
Q2 		$744K Sell
7,923
-159
-2% -$14.6K 0.43% 54
2025
Q1 		$757K Buy
8,082
+45
+0.6% +$4.14K 0.47% 51
2024
Q4 		$714K Sell
8,037
-10
-0.1% -$917 0.44% 51
2024
Q3 		$735K Sell
8,047
-45
-0.6% -$3.97K 0.45% 51
2024
Q2 		$679K Sell
8,092
-246
-3% -$20.3K 0.45% 52
2024
Q1 		$697K Sell
8,338
-3,004
-26% -$242K 0.48% 52
2023
Q4 		$885K Sell
11,342
-1,794
-14% -$134K 0.66% 36
2023
Q3 		$951K Sell
13,136
-1,939
-13% -$145K 0.78% 32
2023
Q2 		$1.12M Buy
15,075
+97
+0.6% +$7.09K 0.88% 31
2023
Q1 		$1.09M Buy
14,978
+2,132
+17% +$153K 0.9% 29
2022
Q4 		$926K Buy
12,846
+107
+0.8% +$7.61K 0.77% 36
2022
Q3 		$843K Buy
12,739
+3,234
+34% +$233K 0.78% 34
2022
Q2 		$667K Sell
9,505
-617
-6% -$45.2K 0.58% 41
2022
Q1 		$785K Buy
10,122
+1,885
+23% +$143K 0.59% 43
2021
Q4 		$666K Buy
+8,237
New +$638K 0.5% 47

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

W Advisors LLC's USMV Position: Q3 2026 in Review

W Advisors LLC reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2% in Q3 2026, selling an estimated $14.1K and leaving 6,811 shares worth $664K. The position accounts for 0.29% of the portfolio, ranked #71.

W Advisors LLC first reported a position in USMV in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.12M in Q2 2023. 797 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • W Advisors LLC held 6,811 shares of iShares MSCI USA Min Vol Factor ETF worth $664K as of Q3 2026.
  • W Advisors LLC sold 142 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $14.1K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.29% of W Advisors LLC's portfolio in Q3 2026, its #71 holding.
  • W Advisors LLC first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 20 quarters since.
  • W Advisors LLC's iShares MSCI USA Min Vol Factor ETF position peaked at $1.12M in Q2 2023.
  • 797 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.