Galvin Gaustad & Stein’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Galvin Gaustad & Stein’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	$506K	Sell	5,197 -42	-0.8%	-$4.16K	0.04%	166
2026 Q2	$505K	Buy	5,239 +18	+0.3%	+$1.71K	0.04%	182
2026 Q1	$484K	Sell	5,221 -9	-0.2%	-$855	0.04%	175
2025 Q4	$492K	Buy	+5,230	New	+$493K	0.04%	166

Other funds holding USMV

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

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

KIA

Koenig Investment Advisory Ashland, Oregon $137M AUM 8.53% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

IIM

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

Galvin Gaustad & Stein's USMV Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.8% in Q3 2026, selling an estimated $4.16K and leaving 5,197 shares worth $506K. The position accounts for 0.04% of the portfolio, ranked #166.

Galvin Gaustad & Stein first reported a position in USMV in Q4 2025 and has held it in 4 quarters since. 110 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Galvin Gaustad & Stein held 5,197 shares of iShares MSCI USA Min Vol Factor ETF worth $506K as of Q3 2026.
Galvin Gaustad & Stein sold 42 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $4.16K.
iShares MSCI USA Min Vol Factor ETF made up 0.04% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #166 holding.
Galvin Gaustad & Stein first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and has held it in 4 quarters since.
110 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.