Gotham Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Gotham Asset 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 Q1	$5.46M	Buy	58,833 +2,764	+5%	+$263K	0.02%	845
2025 Q4	$5.28M	Buy	56,069 +22,709	+68%	+$2.14M	0.02%	798
2025 Q3	$3.17M	Buy	33,360 +18,273	+121%	+$1.71M	0.01%	890
2025 Q2	$1.42M	Buy	+15,087	New	+$1.39M	0.01%	1037

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gotham Asset Management's USMV Position: Q1 2026 in Review

Gotham Asset Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 4.9% in Q1 2026, buying an estimated $263K and bringing the position to 58,833 shares worth $5.46M. The position accounts for 0.02% of the portfolio, ranked #845.

Gotham Asset Management first reported a position in USMV in Q2 2025 and has held it in 4 quarters since. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Gotham Asset Management held 58,833 shares of iShares MSCI USA Min Vol Factor ETF worth $5.46M as of Q1 2026.
Gotham Asset Management bought 2,764 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $263K.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of Gotham Asset Management's portfolio in Q1 2026, its #845 holding.
Gotham Asset Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2025 and has held it in 4 quarters since.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.