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 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 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Granite FO LLC's USMV Position: Q2 2026 in Review

Granite FO LLC reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 83% in Q2 2026, selling an estimated $512K and leaving 1,143 shares worth $110K. The position accounts for 0.06% of the portfolio, ranked #59.

Granite FO LLC first reported a position in USMV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.98M in Q3 2024. 712 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Granite FO LLC held 1,143 shares of iShares MSCI USA Min Vol Factor ETF worth $110K as of Q2 2026.
Granite FO LLC sold 5,400 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $512K.
iShares MSCI USA Min Vol Factor ETF made up 0.06% of Granite FO LLC's portfolio in Q2 2026, its #59 holding.
Granite FO LLC first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
Granite FO LLC's iShares MSCI USA Min Vol Factor ETF position peaked at $1.98M in Q3 2024.
712 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Granite FO LLC's 13F filing for Q2 2026, filed 15 Jul 2026.