Winthrop Advisory Group
USMV icon

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

Winthrop 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 		$276K Buy
2,836
+37
+1% +$3.67K 0.02% 185
2026
Q2 		$270K Buy
2,799
+21
+0.8% +$1.99K 0.02% 186
2026
Q1 		$258K Sell
2,778
-365
-12% -$34.7K 0.02% 164
2025
Q4 		$296K Sell
3,143
-390
-11% -$36.7K 0.03% 145
2025
Q3 		$336K Sell
3,533
-92
-3% -$8.62K 0.03% 128
2025
Q2 		$340K Buy
+3,625
New +$334K 0.03% 125
2025
Q1 		– Sell
-3,678
Closed -$327K – 167
2024
Q4 		$327K Buy
+3,678
New +$337K 0.04% 113
2023
Q3 		– Sell
-2,711
Closed -$202K – 132
2023
Q2 		$202K Sell
2,711
-361
-12% -$26.4K 0.03% 129
2023
Q1 		$223K Sell
3,072
-729
-19% -$52.4K 0.04% 112
2022
Q4 		$274K Sell
3,801
-44
-1% -$3.13K 0.05% 105
2022
Q3 		$254K Sell
3,845
-204
-5% -$14.7K 0.05% 95
2022
Q2 		$284K Sell
4,049
-137
-3% -$10K 0.07% 92
2022
Q1 		$325K Buy
4,186
+3
+0.1% +$227 0.07% 94
2021
Q4 		$338K Sell
4,183
-145
-3% -$11.2K 0.07% 92
2021
Q3 		$318K Sell
4,328
-153
-3% -$11.7K 0.07% 93
2021
Q2 		$330K Sell
4,481
-722
-14% -$52.2K 0.07% 92
2021
Q1 		$360K Sell
5,203
-6,927
-57% -$468K 0.09% 81
2020
Q4 		$823K Buy
12,130
+311
+3% +$20.5K 0.22% 43
2020
Q3 		$758K Buy
+11,819
New +$750K 0.23% 43

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Catalyst Capital Advisors
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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
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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Winthrop Advisory Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.3% in Q3 2026, buying an estimated $3.67K and bringing the position to 2,836 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #185.

Winthrop Advisory Group first reported a position in USMV in Q3 2020 and has held it in 19 quarters since. The position peaked at $823K in Q4 2020. 757 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Winthrop Advisory Group held 2,836 shares of iShares MSCI USA Min Vol Factor ETF worth $276K as of Q3 2026.
  • Winthrop Advisory Group bought 37 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $3.67K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.02% of Winthrop Advisory Group's portfolio in Q3 2026, its #185 holding.
  • Winthrop Advisory Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2020 and has held it in 19 quarters since.
  • Winthrop Advisory Group's iShares MSCI USA Min Vol Factor ETF position peaked at $823K in Q4 2020.
  • 757 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.