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

WESPAC Advisors’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	$1.37M	Buy	14,061 +3,446	+32%	+$341K	0.69%	33
2026 Q2	$1.02M	Buy	+10,615	New	+$1.01M	0.5%	59
2022 Q3	–	Sell	-3,056	Closed	-$215K	–	106
2022 Q2	$215K	Buy	+3,056	New	+$224K	0.16%	83
2020 Q1	–	Sell	-9,863	Closed	-$647K	–	87
2019 Q4	$647K	Buy	+9,863	New	+$633K	0.63%	58

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

WESPAC Advisors's USMV Position: Q3 2026 in Review

WESPAC Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 32% in Q3 2026, buying an estimated $341K and bringing the position to 14,061 shares worth $1.37M. The position accounts for 0.69% of the portfolio, ranked #33.

WESPAC Advisors first reported a position in USMV in Q4 2019 and has held it in 4 quarters since. 1,090 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

WESPAC Advisors held 14,061 shares of iShares MSCI USA Min Vol Factor ETF worth $1.37M as of Q3 2026.
WESPAC Advisors bought 3,446 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $341K.
iShares MSCI USA Min Vol Factor ETF made up 0.69% of WESPAC Advisors's portfolio in Q3 2026, its #33 holding.
WESPAC Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 4 quarters since.
1,090 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on WESPAC Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.