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 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $374B AUM 17.66% 1-Year Est. Return

Galvin Gaustad & Stein's USMV Position: Q1 2026 in Review

Galvin Gaustad & Stein reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.17% in Q1 2026, selling an estimated $855 and leaving 5,221 shares worth $484K. The position accounts for 0.04% of the portfolio, ranked #175.

Galvin Gaustad & Stein first reported a position in USMV in Q4 2025 and has held it in 2 quarters since. The position peaked at $492K in Q4 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Galvin Gaustad & Stein held 5,221 shares of iShares MSCI USA Min Vol Factor ETF worth $484K as of Q1 2026.
Galvin Gaustad & Stein sold 9 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $855.
iShares MSCI USA Min Vol Factor ETF made up 0.04% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #175 holding.
Galvin Gaustad & Stein first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and has held it in 2 quarters since.
Galvin Gaustad & Stein's iShares MSCI USA Min Vol Factor ETF position peaked at $492K in Q4 2025.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.