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Golden State Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Golden State Wealth Management’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 		$1.88M Sell
19,477
-3,865
-17% -$367K 0.17% 121
2026
Q1 		$2.16M Sell
23,342
-5,312
-19% -$505K 0.24% 87
2025
Q4 		$2.7M Sell
28,654
-888
-3% -$83.7K 0.29% 69
2025
Q3 		$2.81M Sell
29,542
-115
-0.4% -$10.8K 0.31% 61
2025
Q2 		$2.78M Buy
29,657
+10,729
+57% +$987K 0.34% 57
2025
Q1 		$1.77M Buy
18,928
+1,710
+10% +$157K 0.26% 75
2024
Q4 		$1.53M Buy
+17,218
New +$1.58M 0.23% 84
2022
Q1 		$5.5M Sell
70,928
-23,108
-25% -$1.75M 1.08% 22
2021
Q4 		$7.61M Buy
94,036
+49
+0.1% +$3.79K 1.31% 15
2021
Q3 		$6.91M Buy
93,987
+3,134
+3% +$239K 1.5% 18
2021
Q2 		$6.69M Buy
90,853
+81,125
+834% +$5.86M 1.47% 16
2021
Q1 		$673K Sell
9,728
-4,605
-32% -$311K 0.22% 83
2020
Q4 		$973K Buy
14,333
+1,356
+10% +$89.3K 0.28% 68
2020
Q3 		$827K Sell
12,977
-11,737
-47% -$745K 0.28% 63
2020
Q2 		$1.67M Buy
24,714
+8,857
+56% +$526K 0.53% 32
2020
Q1 		$856K Buy
+15,857
New +$1.01M 0.38% 43
2019
Q4 		– Sell
-24,895
Closed -$1.6M – 889
2019
Q3 		$1.6M Sell
24,895
-867
-3% -$54.9K 0.53% 35
2019
Q2 		$1.59M Sell
25,762
-10,770
-29% -$647K 0.5% 42
2019
Q1 		$2.15M Buy
+36,532
New +$2.05M 0.72% 28

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 Wealth Management's USMV Position: Q2 2026 in Review

Golden State Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 17% in Q2 2026, selling an estimated $367K and leaving 19,477 shares worth $1.88M. The position accounts for 0.17% of the portfolio, ranked #121.

Golden State Wealth Management first reported a position in USMV in Q1 2019 and has held it in 19 quarters since. The position peaked at $7.61M in Q4 2021. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Golden State Wealth Management held 19,477 shares of iShares MSCI USA Min Vol Factor ETF worth $1.88M as of Q2 2026.
  • Golden State Wealth Management sold 3,865 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $367K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.17% of Golden State Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Golden State Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2019 and has held it in 19 quarters since.
  • Golden State Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $7.61M in Q4 2021.
  • 1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.