Goldstone Financial Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Goldstone Financial Group’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	$1.27M	Sell	13,203 -122	-0.9%	-$11.6K	0.12%	105
2026 Q1	$1.24M	Sell	13,325 -78	-0.6%	-$7.41K	0.13%	106
2025 Q4	$1.26M	Sell	13,403 -85	-0.6%	-$8.01K	0.14%	93
2025 Q3	$1.28M	Sell	13,488 -528	-4%	-$49.5K	0.15%	90
2025 Q2	$1.32M	Sell	14,016 -269	-2%	-$24.8K	0.17%	82
2025 Q1	$1.34M	Sell	14,285 -294	-2%	-$27.1K	0.2%	74
2024 Q4	$1.29M	Sell	14,579 -330	-2%	-$30.3K	0.2%	72
2024 Q3	$1.36M	Sell	14,909 -119	-0.8%	-$10.5K	0.24%	68
2024 Q2	$1.26M	Sell	15,028 -580	-4%	-$47.8K	0.25%	68
2024 Q1	$1.3M	Sell	15,608 -1,343	-8%	-$108K	0.3%	62
2023 Q4	$1.32M	Sell	16,951 -1,306	-7%	-$97.5K	0.34%	55
2023 Q3	$1.32M	Sell	18,257 -4,527	-20%	-$338K	0.39%	50
2023 Q2	$1.69M	Sell	22,784 -55,996	-71%	-$4.09M	0.5%	40
2023 Q1	$5.73M	Buy	+78,780	New	+$5.66M	1.89%	17

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

Goldstone Financial Group's USMV Position: Q2 2026 in Review

Goldstone Financial Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.92% in Q2 2026, selling an estimated $11.6K and leaving 13,203 shares worth $1.27M. The position accounts for 0.12% of the portfolio, ranked #105.

Goldstone Financial Group first reported a position in USMV in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.73M in Q1 2023. 1,379 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Goldstone Financial Group held 13,203 shares of iShares MSCI USA Min Vol Factor ETF worth $1.27M as of Q2 2026.
Goldstone Financial Group sold 122 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $11.6K.
iShares MSCI USA Min Vol Factor ETF made up 0.12% of Goldstone Financial Group's portfolio in Q2 2026, its #105 holding.
Goldstone Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2023 and has held it in 14 quarters since.
Goldstone Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $5.73M in Q1 2023.
1,379 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.