Global Assets Advisory’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.98M Buy
+20,379
New +$1.93M 0.43% 57
2025
Q4
Sell
-2,204
Closed -$210K 302
2025
Q3
$210K Buy
+2,204
New +$206K 0.06% 263
2024
Q2
Sell
-965
Closed -$80.4K 486
2024
Q1
$80.4K Buy
+965
New +$77.9K 0.05% 220

Other funds holding USMV

Global Assets Advisory's USMV Position: Q2 2026 in Review

Global Assets Advisory opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 20,379 shares worth $1.98M. The stake represents 0.43% of the portfolio and ranks #57 among its holdings. This is a return to the name: Global Assets Advisory previously reported a position in USMV as recently as Q3 2025.

Global Assets Advisory first reported a position in USMV in Q1 2024 and has held it in 3 quarters since. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Global Assets Advisory held 20,379 shares of iShares MSCI USA Min Vol Factor ETF worth $1.98M as of Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF was a new Global Assets Advisory position in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.43% of Global Assets Advisory's portfolio in Q2 2026, its #57 holding.
  • Global Assets Advisory first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2024 and has held it in 3 quarters since.
  • 1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.