Godsey & Gibb Inc’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Godsey & Gibb Inc’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
2025 Q4	–	Sell	-80	Closed	-$7.61K	–	466
2025 Q3	$7.61K	Sell	80 -100	-56%	-$9.37K	﹤0.01%	289
2025 Q2	$16.9K	Sell	180 -230	-56%	-$21.2K	﹤0.01%	230
2025 Q1	$38.4K	Sell	410 -200	-33%	-$18.4K	﹤0.01%	183
2024 Q4	$54.2K	Sell	610 -200	-25%	-$18.3K	0.01%	166
2024 Q3	$74K	Sell	810 -655	-45%	-$57.7K	0.01%	156
2024 Q2	$123K	Buy	+1,465	New	+$121K	0.01%	137
2023 Q1	–	Sell	-62	Closed	-$4.47K	–	407
2022 Q4	$4.47K	Buy	+62	New	+$4.41K	﹤0.01%	234
2022 Q3	–	Sell	-62	Closed	-$4K	–	165
2022 Q2	$4K	Buy	+62	New	+$4.54K	﹤0.01%	87

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Godsey & Gibb Inc's USMV Position: Q4 2025 in Review

Godsey & Gibb Inc sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 80 shares — an estimated $7.61K sold.

Godsey & Gibb Inc first reported a position in USMV in Q2 2022 and held it in 8 quarters. The position peaked at $123K in Q2 2024. 1,373 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

Godsey & Gibb Inc reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
Godsey & Gibb Inc sold 80 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $7.61K.
Godsey & Gibb Inc first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2022 and held it in 8 quarters.
Godsey & Gibb Inc's iShares MSCI USA Min Vol Factor ETF position peaked at $123K in Q2 2024.
1,373 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on Godsey & Gibb Inc's 13F filing for Q4 2025, filed 27 Jan 2026.