Global Wealth Strategies & Associates’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-388	Closed	-$36K	–	449
2026 Q1	$36K	Hold	388	–	–	0.01%	205
2025 Q4	$36.5K	Hold	388	–	–	0.01%	183
2025 Q3	$36.9K	Hold	388	–	–	0.01%	172
2025 Q2	$36.4K	Sell	388 -136	-26%	-$12.5K	0.01%	130
2025 Q1	$49.1K	Hold	524	–	–	0.01%	118
2024 Q4	$46.5K	Hold	524	–	–	0.01%	115
2024 Q3	$47.8K	Hold	524	–	–	0.02%	101
2024 Q2	$44K	Sell	524 -1,517	-74%	-$125K	0.02%	94
2024 Q1	$171K	Sell	2,041 -513	-20%	-$41.4K	0.06%	48
2023 Q4	$199K	Sell	2,554 -51,652	-95%	-$3.85M	0.08%	39
2023 Q3	$3.92M	Sell	54,206 -52,508	-49%	-$3.92M	1.83%	16
2023 Q2	$7.93M	Buy	106,714 +5,800	+6%	+$424K	3.72%	10
2023 Q1	$7.34M	Sell	100,914 -20,366	-17%	-$1.46M	3.79%	9
2022 Q4	$8.74M	Buy	+121,280	New	+$8.63M	5.08%	4

Other funds holding USMV

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

JIC

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Global Wealth Strategies & Associates's USMV Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 388 shares — an estimated $36K sold.

Global Wealth Strategies & Associates first reported a position in USMV in Q4 2022 and held it in 14 quarters. The position peaked at $8.74M in Q4 2022. 589 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 388 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $36K.
Global Wealth Strategies & Associates first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and held it in 14 quarters.
Global Wealth Strategies & Associates's iShares MSCI USA Min Vol Factor ETF position peaked at $8.74M in Q4 2022.
589 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.