Global Strategic Investment Solutions’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Global Strategic Investment Solutions’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	$236K	Hold	2,447	–	–	0.02%	142
2026 Q1	$227K	Hold	2,447	–	–	0.02%	138
2025 Q4	$230K	Hold	2,447	–	–	0.02%	144
2025 Q3	$233K	Hold	2,447	–	–	0.02%	143
2025 Q2	$230K	Hold	2,447	–	–	0.02%	144
2025 Q1	$229K	Hold	2,447	–	–	0.03%	139
2024 Q4	$217K	Buy	+2,447	New	+$224K	0.03%	149
2022 Q4	–	Sell	-5,196	Closed	-$343K	–	141
2022 Q3	$343K	Hold	5,196	–	–	0.02%	97
2022 Q2	$365K	Buy	5,196 +18	+0.3%	+$1.32K	0.03%	83
2022 Q1	$402K	Buy	5,178 +17	+0.3%	+$1.29K	0.03%	91
2021 Q4	$417K	Buy	5,161 +37	+0.7%	+$2.87K	0.07%	89
2021 Q3	$377K	Hold	5,124	–	–	0.06%	94
2021 Q2	$377K	Buy	5,124 +35	+0.7%	+$2.53K	0.06%	95
2021 Q1	$352K	Hold	5,089	–	–	0.06%	101
2020 Q4	$345K	Buy	5,089 +1,495	+42%	+$98.4K	0.08%	75
2020 Q3	$229K	Buy	+3,594	New	+$228K	0.06%	88

Other funds holding USMV

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Global Strategic Investment Solutions's USMV Position: Q2 2026 in Review

Global Strategic Investment Solutions held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 2,447 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #142.

Global Strategic Investment Solutions first reported a position in USMV in Q3 2020 and has held it in 16 quarters since. The position peaked at $417K in Q4 2021. 950 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Global Strategic Investment Solutions held 2,447 shares of iShares MSCI USA Min Vol Factor ETF worth $236K as of Q2 2026.
Global Strategic Investment Solutions left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of Global Strategic Investment Solutions's portfolio in Q2 2026, its #142 holding.
Global Strategic Investment Solutions first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2020 and has held it in 16 quarters since.
Global Strategic Investment Solutions's iShares MSCI USA Min Vol Factor ETF position peaked at $417K in Q4 2021.
950 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Global Strategic Investment Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.