GAMMA Investing’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

GAMMA Investing’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	$426K	Hold	4,416	–	–	0.02%	735
2026 Q1	$410K	Sell	4,416 -113	-2%	-$10.7K	0.02%	673
2025 Q4	$426K	Buy	4,529 +2,000	+79%	+$188K	0.02%	595
2025 Q3	$241K	Hold	2,529	–	–	0.01%	854
2025 Q2	$237K	Sell	2,529 -179	-7%	-$16.5K	0.02%	801
2025 Q1	$254K	Buy	2,708 +731	+37%	+$67.3K	0.02%	663
2024 Q4	$176K	Hold	1,977	–	–	0.02%	763
2024 Q3	$181K	Buy	1,977 +298	+18%	+$26.3K	0.02%	665
2024 Q2	$141K	Hold	1,679	–	–	0.02%	617
2024 Q1	$140K	Hold	1,679	–	–	0.03%	516
2023 Q4	$134K	Buy	+1,679	New	+$125K	0.04%	430

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

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

GAMMA Investing's USMV Position: Q2 2026 in Review

GAMMA Investing held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 4,416 shares worth $426K. The position accounts for 0.02% of the portfolio, ranked #735.

GAMMA Investing first reported a position in USMV in Q4 2023 and has held it in 11 quarters since. The position peaked at $426K in Q4 2025. 422 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

GAMMA Investing held 4,416 shares of iShares MSCI USA Min Vol Factor ETF worth $426K as of Q2 2026.
GAMMA Investing left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of GAMMA Investing's portfolio in Q2 2026, its #735 holding.
GAMMA Investing first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
GAMMA Investing's iShares MSCI USA Min Vol Factor ETF position peaked at $426K in Q4 2025.
422 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.