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

Grandview 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 Q2	$272K	Sell	2,820 -396	-12%	-$37.6K	0.07%	127
2026 Q1	$298K	Sell	3,216 -1,727	-35%	-$164K	0.09%	115
2025 Q4	$465K	Sell	4,943 -1,257	-20%	-$118K	0.13%	90
2025 Q3	$590K	Sell	6,200 -5,924	-49%	-$555K	0.17%	83
2025 Q2	$1.14M	Buy	12,124 +9,865	+437%	+$908K	0.36%	45
2025 Q1	$212K	Buy	+2,259	New	+$208K	0.08%	121
2021 Q2	–	Sell	-630	Closed	-$44K	–	443
2021 Q1	$44K	Buy	+630	New	+$42.6K	0.02%	217
2019 Q4	–	Sell	-3,964	Closed	-$252K	–	97
2019 Q3	$252K	Buy	3,964 +1	+0%	+$63	0.23%	92
2019 Q2	$245K	Buy	3,963 +2	+0.1%	+$120	0.23%	93
2019 Q1	$233K	Buy	+3,961	New	+$222K	0.21%	87

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

Grandview Asset Management's USMV Position: Q2 2026 in Review

Grandview Asset Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 12% in Q2 2026, selling an estimated $37.6K and leaving 2,820 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #127.

Grandview Asset Management first reported a position in USMV in Q1 2019 and has held it in 10 quarters since. The position peaked at $1.14M in Q2 2025. 1,370 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Grandview Asset Management held 2,820 shares of iShares MSCI USA Min Vol Factor ETF worth $272K as of Q2 2026.
Grandview Asset Management sold 396 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $37.6K.
iShares MSCI USA Min Vol Factor ETF made up 0.07% of Grandview Asset Management's portfolio in Q2 2026, its #127 holding.
Grandview Asset Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2019 and has held it in 10 quarters since.
Grandview Asset Management's iShares MSCI USA Min Vol Factor ETF position peaked at $1.14M in Q2 2025.
1,370 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Grandview Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.