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

Garde Capital’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	$532K	Sell	5,520 -699	-11%	-$66.3K	0.02%	163
2026 Q1	$577K	Sell	6,219 -710	-10%	-$67.4K	0.03%	124
2025 Q4	$652K	Sell	6,929 -353	-5%	-$33.3K	0.04%	130
2025 Q3	$693K	Sell	7,282 -1,068	-13%	-$100K	0.03%	144
2025 Q2	$784K	Hold	8,350	–	–	0.04%	131
2025 Q1	$782K	Hold	8,350	–	–	0.04%	134
2024 Q4	$741K	Hold	8,350	–	–	0.05%	116
2024 Q3	$762K	Hold	8,350	–	–	0.05%	115
2024 Q2	$701K	Hold	8,350	–	–	0.05%	117
2024 Q1	$697K	Hold	8,350	–	–	0.05%	122
2023 Q4	$652K	Buy	+8,350	New	+$623K	0.05%	120

Other funds holding USMV

LPL Financial San Diego, California $445B AUM 25.58% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JIC

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

Garde Capital's USMV Position: Q2 2026 in Review

Garde Capital reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 11% in Q2 2026, selling an estimated $66.3K and leaving 5,520 shares worth $532K. The position accounts for 0.02% of the portfolio, ranked #163.

Garde Capital first reported a position in USMV in Q4 2023 and has held it in 11 quarters since. The position peaked at $784K in Q2 2025. 1,009 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Garde Capital held 5,520 shares of iShares MSCI USA Min Vol Factor ETF worth $532K as of Q2 2026.
Garde Capital sold 699 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $66.3K.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of Garde Capital's portfolio in Q2 2026, its #163 holding.
Garde Capital first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
Garde Capital's iShares MSCI USA Min Vol Factor ETF position peaked at $784K in Q2 2025.
1,009 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Garde Capital's 13F filing for Q2 2026, filed 31 Jul 2026.