GGM Financials’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

GGM Financials’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	$2.87M	Sell	29,705 -747	-2%	-$70.9K	1.09%	15
2026 Q1	$2.82M	Sell	30,452 -124	-0.4%	-$11.8K	1.3%	13
2025 Q4	$2.88M	Sell	30,576 -4,369	-13%	-$412K	1.4%	12
2025 Q3	$3.32M	Sell	34,945 -153	-0.4%	-$14.3K	1.68%	10
2025 Q2	$3.29M	Sell	35,098 -2,079	-6%	-$191K	1.91%	8
2025 Q1	$3.48M	Sell	37,177 -863	-2%	-$79.4K	2.38%	7
2024 Q4	$3.38M	Buy	38,040 +366	+1%	+$33.6K	3.6%	7
2024 Q3	$3.44M	Sell	37,674 -461	-1%	-$40.6K	2.97%	9
2024 Q2	$3.2M	Buy	+38,135	New	+$3.14M	2.95%	9

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

GGM Financials's USMV Position: Q2 2026 in Review

GGM Financials reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.5% in Q2 2026, selling an estimated $70.9K and leaving 29,705 shares worth $2.87M. The position accounts for 1.09% of the portfolio, ranked #15.

GGM Financials first reported a position in USMV in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.48M in Q1 2025. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

GGM Financials held 29,705 shares of iShares MSCI USA Min Vol Factor ETF worth $2.87M as of Q2 2026.
GGM Financials sold 747 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $70.9K.
iShares MSCI USA Min Vol Factor ETF made up 1.09% of GGM Financials's portfolio in Q2 2026, its #15 holding.
GGM Financials first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2024 and has held it in 9 quarters since.
GGM Financials's iShares MSCI USA Min Vol Factor ETF position peaked at $3.48M in Q1 2025.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on GGM Financials's 13F filing for Q2 2026, filed 23 Jul 2026.