XY Planning Network’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

XY Planning Network’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	$2.59M	Buy	26,604 +6,669	+33%	+$661K	0.28%	78
2026 Q2	$1.92M	Sell	19,935 -2,071	-9%	-$197K	0.24%	93
2026 Q1	$2.04M	Sell	22,006 -736	-3%	-$69.9K	0.33%	72
2025 Q4	$2.14M	Buy	22,742 +15,516	+215%	+$1.46M	0.37%	68
2025 Q3	$678K	Hold	7,226	–	–	0.23%	94
2025 Q2	$678K	Buy	7,226 +2,600	+56%	+$239K	0.23%	94
2025 Q1	$433K	Buy	+4,626	New	+$426K	0.29%	70

Other funds holding USMV

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

XY Planning Network's USMV Position: Q3 2026 in Review

XY Planning Network increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 33% in Q3 2026, buying an estimated $661K and bringing the position to 26,604 shares worth $2.59M. The position accounts for 0.28% of the portfolio, ranked #78.

XY Planning Network first reported a position in USMV in Q1 2025 and has held it in 7 quarters since. 448 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

XY Planning Network held 26,604 shares of iShares MSCI USA Min Vol Factor ETF worth $2.59M as of Q3 2026.
XY Planning Network bought 6,669 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $661K.
iShares MSCI USA Min Vol Factor ETF made up 0.28% of XY Planning Network's portfolio in Q3 2026, its #78 holding.
XY Planning Network first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and has held it in 7 quarters since.
448 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.