Gallacher Capital Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Gallacher Capital 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 Q2	–	Sell	-5,575	Closed	-$517K	–	352
2026 Q1	$517K	Sell	5,575 -4	-0.1%	-$380	0.2%	149
2025 Q4	$525K	Sell	5,579 -22	-0.4%	-$2.07K	0.2%	145
2025 Q3	$533K	Buy	5,601 +1	+0%	+$94	0.21%	161
2025 Q2	$526K	Sell	5,600 -100	-2%	-$9.2K	0.24%	113
2025 Q1	$534K	Hold	5,700	–	–	0.26%	98
2024 Q4	$506K	Buy	5,700 +4	+0.1%	+$367	0.25%	90
2024 Q3	$520K	Hold	5,696	–	–	0.24%	94
2024 Q2	$478K	Hold	5,696	–	–	0.25%	93
2024 Q1	$476K	Hold	5,696	–	–	0.24%	91
2023 Q4	$444K	Buy	5,696 +70	+1%	+$5.22K	0.25%	89
2023 Q3	$407K	Hold	5,626	–	–	0.25%	85
2023 Q2	$418K	Hold	5,626	–	–	0.24%	108
2023 Q1	$409K	Hold	5,626	–	–	0.25%	103
2022 Q4	$406K	Buy	+5,626	New	+$400K	0.25%	92

Other funds holding USMV

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

MRC

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Gallacher Capital Management's USMV Position: Q2 2026 in Review

Gallacher Capital Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 5,575 shares — an estimated $517K sold.

Gallacher Capital Management first reported a position in USMV in Q4 2022 and held it in 14 quarters. The position peaked at $534K in Q1 2025. 427 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Gallacher Capital Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Gallacher Capital Management sold 5,575 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $517K.
Gallacher Capital Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and held it in 14 quarters.
Gallacher Capital Management's iShares MSCI USA Min Vol Factor ETF position peaked at $534K in Q1 2025.
427 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Gallacher Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.