GI
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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
Q3 		$430K Hold
4,416
– – 0.01% 785
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KL
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
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
AC
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

GAMMA Investing's USMV Position: Q3 2026 in Review

GAMMA Investing held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q3 2026 at 4,416 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #785.

GAMMA Investing first reported a position in USMV in Q4 2023 and has held it in 12 quarters since. 107 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • GAMMA Investing held 4,416 shares of iShares MSCI USA Min Vol Factor ETF worth $430K as of Q3 2026.
  • GAMMA Investing left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #785 holding.
  • GAMMA Investing first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 12 quarters since.
  • 107 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.