GC Wealth Management RIA’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

GC Wealth Management RIA’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	$1.74M	Sell	18,047 -2,071	-10%	-$197K	0.1%	163
2026 Q1	$1.87M	Hold	20,118	–	–	0.08%	163
2025 Q4	$1.89M	Sell	20,118 -400	-2%	-$37.7K	0.07%	165
2025 Q3	$1.95M	Buy	20,518 +15,980	+352%	+$1.5M	0.06%	213
2025 Q2	$426K	Buy	+4,538	New	+$418K	0.03%	354

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

GC Wealth Management RIA's USMV Position: Q2 2026 in Review

GC Wealth Management RIA reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 10% in Q2 2026, selling an estimated $197K and leaving 18,047 shares worth $1.74M. The position accounts for 0.1% of the portfolio, ranked #163.

GC Wealth Management RIA first reported a position in USMV in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.95M in Q3 2025. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

GC Wealth Management RIA held 18,047 shares of iShares MSCI USA Min Vol Factor ETF worth $1.74M as of Q2 2026.
GC Wealth Management RIA sold 2,071 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $197K.
iShares MSCI USA Min Vol Factor ETF made up 0.1% of GC Wealth Management RIA's portfolio in Q2 2026, its #163 holding.
GC Wealth Management RIA first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2025 and has held it in 5 quarters since.
GC Wealth Management RIA's iShares MSCI USA Min Vol Factor ETF position peaked at $1.95M in Q3 2025.
1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.