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Garton & Associates Financial Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Garton & Associates Financial Advisors’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
-345
Closed -$32.5K – 667
2025
Q4 		$32.5K Buy
+345
New +$32.5K 0.02% 485

Other funds holding USMV

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Garton & Associates Financial Advisors's USMV Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 345 shares — an estimated $32.5K sold.

Garton & Associates Financial Advisors first reported a position in USMV in Q4 2025 and held it in 1 quarter. The position peaked at $32.5K in Q4 2025. 1,364 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 345 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $32.5K.
  • Garton & Associates Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $32.5K in Q4 2025.
  • 1,364 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.