Financial Gravity Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Financial Gravity Asset Management’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 Q1	$11.5K	Sell	124 -2	-2%	-$190	﹤0.01%	549
2025 Q4	$11.9K	Sell	126 -26	-17%	-$2.45K	﹤0.01%	452
2025 Q3	$14.5K	Buy	+152	New	+$14.2K	﹤0.01%	501
2025 Q1	$65.7K	Buy	+701	New	+$64.5K	0.01%	271
2024 Q2	$205K	Sell	2,439 -2,404	-50%	-$198K	0.05%	121
2024 Q1	$378K	Sell	4,843 -75	-2%	-$6.05K	0.11%	89
2023 Q4	$384K	Buy	+4,918	New	+$367K	0.11%	89
2021 Q3	$74K	Hold	75	–	–	0.03%	443
2021 Q2	$74K	Buy	+75	New	+$5.42K	0.03%	444
2020 Q4	$5K	Buy	+75	New	+$4.94K	﹤0.01%	234
2019 Q4	$66K	Sell	5,119 -34	-0.7%	-$2.18K	0.05%	503
2019 Q3	$330K	Buy	+5,153	New	+$326K	0.28%	74

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Gravity Asset Management's USMV Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.6% in Q1 2026, selling an estimated $190 and leaving 124 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Financial Gravity Asset Management first reported a position in USMV in Q3 2019 and has held it in 12 quarters since. The position peaked at $384K in Q4 2023. 1,365 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Financial Gravity Asset Management held 124 shares of iShares MSCI USA Min Vol Factor ETF worth $11.5K as of Q1 2026.
Financial Gravity Asset Management sold 2 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $190.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #549 holding.
Financial Gravity Asset Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and has held it in 12 quarters since.
Financial Gravity Asset Management's iShares MSCI USA Min Vol Factor ETF position peaked at $384K in Q4 2023.
1,365 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.