Granite FO LLC
USMV icon

Granite FO LLC’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Granite FO LLC’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
Q3 		$111K Hold
1,143
– – 0.06% 56
2026
Q2 		$110K Sell
1,143
-5,400
-83% -$512K 0.06% 59
2026
Q1 		$607K Sell
6,543
-9,279
-59% -$881K 0.36% 26
2025
Q4 		$1.49M Hold
15,822
– – 0.79% 20
2025
Q3 		$1.51M Hold
15,822
– – 0.82% 19
2025
Q2 		$1.49M Sell
15,822
-4,388
-22% -$404K 0.84% 19
2025
Q1 		$1.89M Sell
20,210
-1,525
-7% -$140K 1.08% 17
2024
Q4 		$1.93M Hold
21,735
– – 1.1% 17
2024
Q3 		$1.98M Hold
21,735
– – 1.12% 16
2024
Q2 		$1.82M Hold
21,735
– – 1.17% 16
2024
Q1 		$1.96M Sell
21,735
-230
-1% -$18.6K 1.15% 15
2023
Q4 		$1.71M Sell
21,965
-1
-0% -$75 1.15% 16
2023
Q3 		$1.59M Sell
21,966
-1,188
-5% -$88.6K 1.12% 16
2023
Q2 		$1.72M Buy
23,154
+5
+0% +$365 1.18% 16
2023
Q1 		$1.71M Buy
23,149
+5,181
+29% +$372K 1.05% 17
2022
Q4 		$1.35M Buy
+17,968
New +$1.28M 1.04% 16

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

Granite FO LLC's USMV Position: Q3 2026 in Review

Granite FO LLC held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q3 2026 at 1,143 shares worth $111K. The position accounts for 0.06% of the portfolio, ranked #56.

Granite FO LLC first reported a position in USMV in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.98M in Q3 2024. 641 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Granite FO LLC held 1,143 shares of iShares MSCI USA Min Vol Factor ETF worth $111K as of Q3 2026.
  • Granite FO LLC left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.06% of Granite FO LLC's portfolio in Q3 2026, its #56 holding.
  • Granite FO LLC first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 16 quarters since.
  • Granite FO LLC's iShares MSCI USA Min Vol Factor ETF position peaked at $1.98M in Q3 2024.
  • 641 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Granite FO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.