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Golden State Equity Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Golden State Equity 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
Q1 		$3.01M Buy
32,429
+16,573
+105% +$1.57M 0.23% 96
2025
Q4 		$1.49M Sell
15,856
-408
-3% -$38.4K 0.24% 90
2025
Q3 		$1.55M Sell
16,264
-233
-1% -$21.8K 0.26% 84
2025
Q2 		$1.55M Sell
16,497
-129
-0.8% -$11.9K 0.29% 79
2025
Q1 		$1.56M Buy
16,626
+365
+2% +$33.6K 0.31% 82
2024
Q4 		$1.44M Buy
16,261
+12,323
+313% +$1.13M 0.28% 84
2024
Q3 		$360K Sell
3,938
-13,710
-78% -$1.21M 0.19% 130
2024
Q2 		$1.48M Buy
+17,648
New +$1.45M 0.31% 78
2023
Q4 		$1.57M Sell
20,183
-1,829
-8% -$136K 0.38% 66
2023
Q3 		$1.59M Buy
22,012
+332
+2% +$24.8K 0.44% 60
2023
Q2 		$1.61M Buy
21,680
+17,251
+390% +$1.26M 0.45% 49
2023
Q1 		$322K Buy
+4,429
New +$318K 0.17% 135
2022
Q1 		$302K Buy
3,892
+200
+5% +$15.1K 0.15% 152
2021
Q4 		$299K Buy
3,692
+592
+19% +$45.8K 0.15% 129
2021
Q3 		$228K Sell
3,100
-3,028
-49% -$231K 0.09% 207
2021
Q2 		$451K Buy
6,128
+2,477
+68% +$179K 0.17% 135
2021
Q1 		$253K Buy
+3,651
New +$247K 0.14% 142

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Golden State Equity Partners's USMV Position: Q1 2026 in Review

Golden State Equity Partners increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 105% in Q1 2026, buying an estimated $1.57M and bringing the position to 32,429 shares worth $3.01M. The position accounts for 0.23% of the portfolio, ranked #96.

Golden State Equity Partners first reported a position in USMV in Q1 2021 and has held it in 17 quarters since. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Golden State Equity Partners held 32,429 shares of iShares MSCI USA Min Vol Factor ETF worth $3.01M as of Q1 2026.
  • Golden State Equity Partners bought 16,573 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $1.57M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.23% of Golden State Equity Partners's portfolio in Q1 2026, its #96 holding.
  • Golden State Equity Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2021 and has held it in 17 quarters since.
  • 1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.