Granite Bay Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Granite Bay Wealth 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	$1.1M	Buy	11,421 +2,472	+28%	+$235K	0.1%	80
2026 Q1	$830K	Buy	8,949 +477	+6%	+$45.3K	0.18%	45
2025 Q4	$798K	Buy	8,472 +1,652	+24%	+$156K	0.19%	44
2025 Q3	$649K	Buy	6,820 +2,656	+64%	+$249K	0.17%	44
2025 Q2	$391K	Buy	4,164 +942	+29%	+$86.7K	0.13%	47
2025 Q1	$302K	Buy	3,222 +302	+10%	+$27.8K	0.1%	56
2024 Q4	$259K	Buy	+2,920	New	+$268K	0.1%	64
2024 Q3	–	Sell	-4,318	Closed	-$363K	–	73
2024 Q2	$363K	Sell	4,318 -1,621	-27%	-$134K	0.19%	48
2024 Q1	$496K	Sell	5,939 -405,283	-99%	-$32.7M	0.28%	46
2023 Q4	$30.7M	Sell	411,222 -36,931	-8%	-$2.76M	0.27%	45
2023 Q3	$33.4M	Buy	448,153 +440,423	+5,698%	+$32.8M	0.33%	40
2023 Q2	$575K	Sell	7,730 -296	-4%	-$21.6K	0.54%	26
2023 Q1	$584K	Buy	8,026 +169	+2%	+$12.1K	0.41%	42
2022 Q4	$566K	Sell	7,857 -5,412	-41%	-$385K	0.37%	33
2022 Q3	$877K	Buy	13,269 +3,210	+32%	+$231K	0.7%	20
2022 Q2	$706K	Buy	10,059 +15	+0.1%	+$1.1K	0.55%	26
2022 Q1	$779K	Sell	10,044 -2,208	-18%	-$167K	0.63%	27
2021 Q4	$991K	Buy	+12,252	New	+$949K	0.98%	19

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

Granite Bay Wealth Management's USMV Position: Q2 2026 in Review

Granite Bay Wealth Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 28% in Q2 2026, buying an estimated $235K and bringing the position to 11,421 shares worth $1.1M. The position accounts for 0.1% of the portfolio, ranked #80.

Granite Bay Wealth Management first reported a position in USMV in Q4 2021 and has held it in 18 quarters since. The position peaked at $33.4M in Q3 2023. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Granite Bay Wealth Management held 11,421 shares of iShares MSCI USA Min Vol Factor ETF worth $1.1M as of Q2 2026.
Granite Bay Wealth Management bought 2,472 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $235K.
iShares MSCI USA Min Vol Factor ETF made up 0.1% of Granite Bay Wealth Management's portfolio in Q2 2026, its #80 holding.
Granite Bay Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 18 quarters since.
Granite Bay Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $33.4M in Q3 2023.
1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.