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

Greenwich 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	$276K	Sell	2,859 -349	-11%	-$33.1K	0.01%	249
2026 Q1	$298K	Buy	3,208 +968	+43%	+$91.9K	0.01%	240
2025 Q4	$211K	Buy	+2,240	New	+$211K	0.01%	268
2022 Q1	–	Sell	-6,766	Closed	-$547K	–	250
2021 Q4	$547K	Sell	6,766 -2,980	-31%	-$231K	0.04%	158
2021 Q3	$716K	Sell	9,746 -288	-3%	-$21.9K	0.06%	134
2021 Q2	$739K	Sell	10,034 -657	-6%	-$47.5K	0.06%	123
2021 Q1	$740K	Sell	10,691 -2,362	-18%	-$160K	0.06%	121
2020 Q4	$886K	Sell	13,053 -1,166	-8%	-$76.8K	0.08%	99
2020 Q3	$906K	Sell	14,219 -6,510	-31%	-$413K	0.16%	90
2020 Q2	$1.26M	Sell	20,729 -7,625	-27%	-$452K	0.24%	72
2020 Q1	$1.53M	Buy	28,354 +13,627	+93%	+$864K	0.33%	60
2019 Q4	$966K	Buy	14,727 +3,458	+31%	+$222K	0.19%	85
2019 Q3	$722K	Buy	11,269 +6,918	+159%	+$438K	0.14%	104
2019 Q2	$269K	Buy	+4,351	New	+$261K	0.05%	161

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

Greenwich Wealth Management's USMV Position: Q2 2026 in Review

Greenwich Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 11% in Q2 2026, selling an estimated $33.1K and leaving 2,859 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #249.

Greenwich Wealth Management first reported a position in USMV in Q2 2019 and has held it in 14 quarters since. The position peaked at $1.53M in Q1 2020. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Greenwich Wealth Management held 2,859 shares of iShares MSCI USA Min Vol Factor ETF worth $276K as of Q2 2026.
Greenwich Wealth Management sold 349 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $33.1K.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Greenwich Wealth Management's portfolio in Q2 2026, its #249 holding.
Greenwich Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2019 and has held it in 14 quarters since.
Greenwich Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $1.53M in Q1 2020.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.