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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
Q2 		– Sell
-32,429
Closed -$3.01M – 1674
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 Sell
16,261
-4,949
-23% -$454K 0.28% 84
2024
Q3 		$1.94M Buy
21,210
+3,562
+20% +$314K 0.3% 71
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 $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

Golden State Equity Partners's USMV Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 32,429 shares — an estimated $3.01M sold.

Golden State Equity Partners first reported a position in USMV in Q1 2021 and held it in 17 quarters. The position peaked at $3.01M in Q1 2026. 1,379 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Golden State Equity Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 32,429 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $3.01M.
  • Golden State Equity Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2021 and held it in 17 quarters.
  • Golden State Equity Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $3.01M in Q1 2026.
  • 1,379 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.