Graney & King’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Graney & King’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
2025 Q4	–	Sell	-865	Closed	-$82.3K	–	368
2025 Q3	$82.3K	Hold	865	–	–	0.06%	98
2025 Q2	$81.2K	Hold	865	–	–	0.05%	96
2025 Q1	$81K	Hold	865	–	–	0.06%	88
2024 Q4	$76.8K	Buy	+865	New	+$79.4K	0.06%	94

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

BlackRock New York $5.72T AUM 30.48% 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 $4.65B AUM 15.85% 1-Year Est. Return

Graney & King's USMV Position: Q4 2025 in Review

Graney & King sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 865 shares — an estimated $82.3K sold.

Graney & King first reported a position in USMV in Q4 2024 and held it in 4 quarters. The position peaked at $82.3K in Q3 2025. 1,373 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

Graney & King reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
Graney & King sold 865 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $82.3K.
Graney & King first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and held it in 4 quarters.
Graney & King's iShares MSCI USA Min Vol Factor ETF position peaked at $82.3K in Q3 2025.
1,373 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on Graney & King's 13F filing for Q4 2025, filed 13 Feb 2026.