Wedmont Private Capital’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Wedmont Private Capital’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	$411K	Hold	4,111	–	–	0.01%	651
2026 Q2	$402K	Buy	4,111 +540	+15%	+$51.2K	0.01%	638
2026 Q1	$336K	Buy	3,571 +1,419	+66%	+$135K	0.01%	631
2025 Q4	$203K	Buy	2,152 +30	+1%	+$2.83K	0.01%	784
2025 Q3	$202K	Buy	+2,122	New	+$199K	0.01%	765

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

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 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

Wedmont Private Capital's USMV Position: Q3 2026 in Review

Wedmont Private Capital held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q3 2026 at 4,111 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #651.

Wedmont Private Capital first reported a position in USMV in Q3 2025 and has held it in 5 quarters since. 115 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Wedmont Private Capital held 4,111 shares of iShares MSCI USA Min Vol Factor ETF worth $411K as of Q3 2026.
Wedmont Private Capital left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q3 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #651 holding.
Wedmont Private Capital first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2025 and has held it in 5 quarters since.
115 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.