Gateway Wealth Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Gateway Wealth Partners’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	$5.41M	Sell	56,096 -51,200	-48%	-$4.86M	0.32%	82
2026 Q1	$9.95M	Buy	107,296 +57,228	+114%	+$5.44M	0.39%	69
2025 Q4	$4.71M	Sell	50,068 -11,864	-19%	-$1.12M	0.52%	53
2025 Q3	$5.89M	Buy	61,932 +11,002	+22%	+$1.03M	0.8%	35
2025 Q2	$4.78M	Buy	50,930 +1,961	+4%	+$180K	0.91%	30
2025 Q1	$4.59M	Sell	48,969 -118	-0.2%	-$10.9K	1.03%	24
2024 Q4	$4.36M	Buy	49,087 +275	+0.6%	+$25.2K	1.13%	19
2024 Q3	$4.46M	Sell	48,812 -1,221	-2%	-$108K	1.23%	17
2024 Q2	$4.2M	Buy	50,033 +2,304	+5%	+$190K	1.27%	18
2024 Q1	$3.99M	Sell	47,729 -1,872	-4%	-$151K	1.43%	16
2023 Q4	$3.87M	Sell	49,601 -6,495	-12%	-$485K	1.56%	14
2023 Q3	$4.06M	Sell	56,096 -232	-0.4%	-$17.3K	0.73%	30
2023 Q2	$4.19M	Sell	56,328 -258,184	-82%	-$18.9M	0.75%	27
2023 Q1	$22.9M	Sell	314,512 -1,779	-0.6%	-$128K	3.52%	7
2022 Q4	$22.8M	Buy	+316,291	New	+$22.5M	3.92%	7

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Gateway Wealth Partners's USMV Position: Q2 2026 in Review

Gateway Wealth Partners reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 48% in Q2 2026, selling an estimated $4.86M and leaving 56,096 shares worth $5.41M. The position accounts for 0.32% of the portfolio, ranked #82.

Gateway Wealth Partners first reported a position in USMV in Q4 2022 and has held it in 15 quarters since. The position peaked at $22.9M in Q1 2023. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Gateway Wealth Partners held 56,096 shares of iShares MSCI USA Min Vol Factor ETF worth $5.41M as of Q2 2026.
Gateway Wealth Partners sold 51,200 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $4.86M.
iShares MSCI USA Min Vol Factor ETF made up 0.32% of Gateway Wealth Partners's portfolio in Q2 2026, its #82 holding.
Gateway Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
Gateway Wealth Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $22.9M in Q1 2023.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.