Garner Asset Management Corp’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Garner Asset Management Corp’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	–	Sell	-120	Closed	-$11.3K	–	379
2025 Q4	$11.3K	Buy	+120	New	+$11.3K	﹤0.01%	324
2024 Q1	–	Sell	-145	Closed	-$11.6K	–	325
2023 Q4	$11.6K	Buy	+145	New	+$10.8K	0.01%	252

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 $424B AUM 22.96% 1-Year Est. Return

Garner Asset Management Corp's USMV Position: Q1 2026 in Review

Garner Asset Management Corp sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 120 shares — an estimated $11.3K sold.

Garner Asset Management Corp first reported a position in USMV in Q4 2023 and held it in 2 quarters. The position peaked at $11.6K in Q4 2023. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Garner Asset Management Corp reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
Garner Asset Management Corp sold 120 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $11.3K.
Garner Asset Management Corp first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and held it in 2 quarters.
Garner Asset Management Corp's iShares MSCI USA Min Vol Factor ETF position peaked at $11.6K in Q4 2023.
1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Garner Asset Management Corp's 13F filing for Q1 2026, filed 29 Apr 2026.