Gibson Capital’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Gibson Capital’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	$516K	Hold	5,346	–	–	0.08%	49
2026 Q1	$496K	Hold	5,346	–	–	0.09%	45
2025 Q4	$503K	Sell	5,346 -533	-9%	-$50.2K	0.09%	46
2025 Q3	$559K	Hold	5,879	–	–	0.1%	42
2025 Q2	$552K	Hold	5,879	–	–	0.11%	37
2025 Q1	$551K	Sell	5,879 -201	-3%	-$18.5K	0.12%	37
2024 Q4	$540K	Hold	6,080	–	–	0.11%	36
2024 Q3	$555K	Hold	6,080	–	–	0.11%	32
2024 Q2	$510K	Hold	6,080	–	–	0.11%	35
2024 Q1	$508K	Sell	6,080 -120	-2%	-$9.68K	0.11%	33
2023 Q4	$484K	Hold	6,200	–	–	0.11%	34
2023 Q3	$449K	Hold	6,200	–	–	0.12%	28
2023 Q2	$461K	Hold	6,200	–	–	0.12%	28
2023 Q1	$451K	Buy	+6,200	New	+$446K	0.12%	30
2022 Q3	–	Sell	-570	Closed	-$40K	–	46
2022 Q2	$40K	Buy	+570	New	+$41.7K	0.01%	45

Other funds holding USMV

Morgan Stanley New York $1.89T AUM 35.08% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Gibson Capital's USMV Position: Q2 2026 in Review

Gibson Capital held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 5,346 shares worth $516K. The position accounts for 0.08% of the portfolio, ranked #49.

Gibson Capital first reported a position in USMV in Q2 2022 and has held it in 15 quarters since. The position peaked at $559K in Q3 2025. 1,231 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Gibson Capital held 5,346 shares of iShares MSCI USA Min Vol Factor ETF worth $516K as of Q2 2026.
Gibson Capital left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.08% of Gibson Capital's portfolio in Q2 2026, its #49 holding.
Gibson Capital first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2022 and has held it in 15 quarters since.
Gibson Capital's iShares MSCI USA Min Vol Factor ETF position peaked at $559K in Q3 2025.
1,231 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Gibson Capital's 13F filing for Q2 2026, filed 13 Aug 2026.