GRP
USMV icon

Global Retirement Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Global Retirement 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 		$5.69M Buy
+58,992
New +$5.6M 0.09% 214
2025
Q4 		$5.76M Buy
61,143
+17,138
+39% +$1.61M 0.1% 187
2025
Q3 		$4.19M Buy
44,005
+108
+0.2% +$10.1K 0.09% 195
2025
Q2 		$4.12M Buy
+43,897
New +$4.04M 0.1% 188
2024
Q4 		$10.6M Buy
119,182
+3,482
+3% +$319K 0.3% 68
2024
Q3 		$10.6M Buy
115,700
+73,454
+174% +$6.48M 0.32% 64
2024
Q2 		$3.55M Buy
42,246
+3,168
+8% +$261K 0.11% 182
2024
Q1 		$3.27M Sell
39,078
-5,261
-12% -$424K 0.12% 170
2023
Q4 		$3.48M Sell
44,339
-6,331
-12% -$472K 0.15% 146
2023
Q3 		$3.64M Sell
50,670
-5,377
-10% -$401K 0.18% 114
2023
Q2 		$4.17M Sell
56,047
-822
-1% -$60.1K 0.2% 106
2023
Q1 		$4.16M Buy
56,869
+20,434
+56% +$1.47M 0.22% 100
2022
Q4 		$2.63M Buy
36,435
+1,667
+5% +$119K 0.18% 128
2022
Q3 		$2.48M Sell
34,768
-4
-0% -$288 0.19% 120
2022
Q2 		$2.44M Buy
34,772
+813
+2% +$59.5K 0.2% 115
2022
Q1 		$2.44M Buy
+33,959
New +$2.57M 0.19% 119
2021
Q4 		– Sell
-21,795
Closed -$1.6M – 1713
2021
Q3 		$1.6M Sell
21,795
-407
-2% -$31K 0.16% 141
2021
Q2 		$1.63M Sell
22,202
-271
-1% -$19.6K 0.17% 129
2021
Q1 		$1.55M Sell
22,473
-21,119
-48% -$1.43M 0.18% 123
2020
Q4 		$2.96M Sell
43,592
-19,086
-30% -$1.26M 0.37% 57
2020
Q3 		$3.99M Sell
62,678
-22,989
-27% -$1.46M 0.58% 37
2020
Q2 		$5.19M Sell
85,667
-46,299
-35% -$2.75M 0.83% 27
2020
Q1 		$7.13M Buy
131,966
+12,333
+10% +$782K 1.35% 12
2019
Q4 		$7.85M Buy
119,633
+16,665
+16% +$1.07M 1.2% 15
2019
Q3 		$6.6M Buy
102,968
+73,706
+252% +$4.67M 1.09% 14
2019
Q2 		$1.81M Buy
29,262
+23,054
+371% +$1.38M 0.35% 56
2019
Q1 		$365K Sell
6,208
-1,414
-19% -$79.2K 0.09% 199
2018
Q4 		$399K Buy
7,622
+1,055
+16% +$58K 0.1% 196
2018
Q3 		$375K Buy
6,567
+2,889
+79% +$161K 0.08% 212
2018
Q2 		$196K Buy
3,678
+663
+22% +$34.9K 0.05% 288
2018
Q1 		$157K Buy
3,015
+291
+11% +$15.4K 0.04% 318
2017
Q4 		$144K Sell
2,724
-82
-3% -$4.25K 0.04% 302
2017
Q3 		$141K Sell
2,806
-1,829
-39% -$91.2K 0.06% 276
2017
Q2 		$227K Buy
4,635
+198
+4% +$9.64K 0.11% 181
2017
Q1 		$212K Buy
4,437
+266
+6% +$12.5K 0.12% 160
2016
Q4 		$189K Buy
+4,171
New +$186K 0.13% 150

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Global Retirement Partners's USMV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 58,992 shares worth $5.69M. The stake represents 0.09% of the portfolio and ranks #214 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in USMV as recently as Q4 2025.

Global Retirement Partners first reported a position in USMV in Q4 2016 and has held it in 36 quarters since. The position peaked at $10.6M in Q4 2024. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Global Retirement Partners held 58,992 shares of iShares MSCI USA Min Vol Factor ETF worth $5.69M as of Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.09% of Global Retirement Partners's portfolio in Q2 2026, its #214 holding.
  • Global Retirement Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2016 and has held it in 36 quarters since.
  • Global Retirement Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $10.6M in Q4 2024.
  • 1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.