Goldstein Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Goldstein Advisors’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	$1.14M	Sell	11,809 -5	-0%	-$475	0.1%	76
2026 Q1	$1.1M	Buy	11,814 +102	+0.9%	+$9.69K	0.12%	68
2025 Q4	$1.1M	Sell	11,712 -17	-0.1%	-$1.6K	0.13%	64
2025 Q3	$1.12M	Buy	11,729 +38	+0.3%	+$3.56K	0.14%	63
2025 Q2	$1.1M	Buy	11,691 +663	+6%	+$61K	0.15%	58
2025 Q1	$1.03M	Sell	11,028 -33	-0.3%	-$3.04K	0.15%	55
2024 Q4	$982K	Sell	11,061 -309	-3%	-$28.3K	0.14%	57
2024 Q3	$1.04M	Sell	11,370 -231	-2%	-$20.4K	0.16%	52
2024 Q2	$974K	Sell	11,601 -750	-6%	-$61.8K	0.16%	50
2024 Q1	$1.03M	Sell	12,351 -266	-2%	-$21.5K	0.18%	47
2023 Q4	$985K	Buy	12,617 +228	+2%	+$17K	0.17%	72
2023 Q3	$897K	Hold	12,389	–	–	0.19%	47
2023 Q2	$921K	Buy	12,389 +5	+0%	+$365	0.19%	49
2023 Q1	$901K	Hold	12,384	–	–	0.2%	50
2022 Q4	$893K	Buy	+12,384	New	+$881K	0.22%	49

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldstein Advisors's USMV Position: Q2 2026 in Review

Goldstein Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.04% in Q2 2026, selling an estimated $475 and leaving 11,809 shares worth $1.14M. The position accounts for 0.1% of the portfolio, ranked #76.

Goldstein Advisors first reported a position in USMV in Q4 2022 and has held it in 15 quarters since. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Goldstein Advisors held 11,809 shares of iShares MSCI USA Min Vol Factor ETF worth $1.14M as of Q2 2026.
Goldstein Advisors sold 5 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $475.
iShares MSCI USA Min Vol Factor ETF made up 0.1% of Goldstein Advisors's portfolio in Q2 2026, its #76 holding.
Goldstein Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.