Grey Fox Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Grey Fox Wealth Advisors’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
2025 Q4	–	Sell	-365	Closed	-$34.8K	–	575
2025 Q3	$34.8K	Buy	+365	New	+$34.2K	0.01%	293
2023 Q2	–	Sell	-269	Closed	-$19.6K	–	485
2023 Q1	$19.6K	Buy	+269	New	+$19.3K	0.01%	259

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Grey Fox Wealth Advisors's USMV Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 365 shares — an estimated $34.8K sold.

Grey Fox Wealth Advisors first reported a position in USMV in Q1 2023 and held it in 2 quarters. The position peaked at $34.8K in Q3 2025. 1,373 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 365 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $34.8K.
Grey Fox Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2023 and held it in 2 quarters.
Grey Fox Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $34.8K in Q3 2025.
1,373 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.