Great Diamond Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Great Diamond Partners’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 Q1	–	Sell	-10,363	Closed	-$976K	–	253
2025 Q4	$976K	Sell	10,363 -414	-4%	-$39K	0.19%	117
2025 Q3	$1.03M	Sell	10,777 -366	-3%	-$34.3K	0.2%	112
2025 Q2	$1.05M	Sell	11,143 -450	-4%	-$41.4K	0.22%	103
2025 Q1	$1.09M	Sell	11,593 -19	-0.2%	-$1.75K	0.3%	83
2024 Q4	$1.03M	Buy	+11,612	New	+$1.07M	0.27%	86
2021 Q1	–	Sell	-15,383	Closed	-$1.04M	–	202
2020 Q4	$1.04M	Buy	15,383 +1,546	+11%	+$102K	0.33%	65
2020 Q3	$881K	Buy	13,837 +6,550	+90%	+$416K	0.32%	62
2020 Q2	$441K	Buy	+7,287	New	+$432K	0.18%	88

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Great Diamond Partners's USMV Position: Q1 2026 in Review

Great Diamond Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 10,363 shares — an estimated $976K sold.

Great Diamond Partners first reported a position in USMV in Q2 2020 and held it in 8 quarters. The position peaked at $1.09M in Q1 2025. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Great Diamond Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
Great Diamond Partners sold 10,363 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $976K.
Great Diamond Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2020 and held it in 8 quarters.
Great Diamond Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $1.09M in Q1 2025.
1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Great Diamond Partners's 13F filing for Q1 2026, filed 12 May 2026.