Greenwood Gearhart’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Greenwood Gearhart’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	-3,589	Closed	-$338K	–	140
2025 Q4	$338K	Hold	3,589	–	–	0.02%	90
2025 Q3	$341K	Sell	3,589 -2,000	-36%	-$187K	0.02%	89
2025 Q2	$525K	Hold	5,589	–	–	0.03%	81
2025 Q1	$523K	Hold	5,589	–	–	0.04%	77
2024 Q4	$496K	Hold	5,589	–	–	0.03%	95
2024 Q3	$510K	Hold	5,589	–	–	0.04%	77
2024 Q2	$469K	Buy	+5,589	New	+$461K	0.04%	79

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 $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $424B AUM 22.96% 1-Year Est. Return

Greenwood Gearhart's USMV Position: Q1 2026 in Review

Greenwood Gearhart sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 3,589 shares — an estimated $338K sold.

Greenwood Gearhart first reported a position in USMV in Q2 2024 and held it in 7 quarters. The position peaked at $525K in Q2 2025. 1,360 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Greenwood Gearhart reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
Greenwood Gearhart sold 3,589 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $338K.
Greenwood Gearhart first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2024 and held it in 7 quarters.
Greenwood Gearhart's iShares MSCI USA Min Vol Factor ETF position peaked at $525K in Q2 2025.
1,360 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Greenwood Gearhart's 13F filing for Q1 2026, filed 7 May 2026.