GF
USMV icon

Gries Financial’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Gries Financial’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
Q3 		$1.31M Sell
13,819
-154
-1% -$14.4K 0.21% 111
2025
Q2 		$1.31M Sell
13,973
-3,430
-20% -$316K 0.24% 105
2025
Q1 		$1.63M Buy
17,403
+2,159
+14% +$199K 0.32% 81
2024
Q4 		$1.35M Sell
15,244
-766
-5% -$70.3K 0.24% 101
2024
Q3 		$1.46M Sell
16,010
-4,943
-24% -$436K 0.27% 91
2024
Q2 		$1.76M Sell
20,953
-8,133
-28% -$670K 0.36% 75
2024
Q1 		$2.43M Sell
29,086
-28,855
-50% -$2.33M 0.41% 62
2023
Q4 		$4.52M Buy
57,941
+1,886
+3% +$141K 0.99% 17
2023
Q3 		$4.06M Sell
56,055
-33,268
-37% -$2.48M 1.09% 15
2023
Q2 		$6.64M Sell
89,323
-15,863
-15% -$1.16M 1.83% 9
2023
Q1 		$7.65M Buy
105,186
+35,434
+51% +$2.55M 2.26% 7
2022
Q4 		$5.03M Sell
69,752
-530
-0.8% -$37.7K 1.67% 7
2022
Q3 		$4.65M Buy
70,282
+10,511
+18% +$758K 1.97% 6
2022
Q2 		$4.2M Buy
59,771
+32,410
+118% +$2.37M 2% 6
2022
Q1 		$2.12M Buy
27,361
+6,179
+29% +$468K 0.78% 33
2021
Q4 		$1.71M Buy
+21,182
New +$1.64M 0.7% 32

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Gries Financial's USMV Position: Q3 2025 in Review

Gries Financial reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.1% in Q3 2025, selling an estimated $14.4K and leaving 13,819 shares worth $1.31M. The position accounts for 0.21% of the portfolio, ranked #111.

Gries Financial first reported a position in USMV in Q4 2021 and has held it in 16 quarters since. The position peaked at $7.65M in Q1 2023. 1,305 funds tracked by Wall St. Rank hold USMV as of Q3 2025.

  • Gries Financial held 13,819 shares of iShares MSCI USA Min Vol Factor ETF worth $1.31M as of Q3 2025.
  • Gries Financial sold 154 iShares MSCI USA Min Vol Factor ETF shares in Q3 2025, an estimated $14.4K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.21% of Gries Financial's portfolio in Q3 2025, its #111 holding.
  • Gries Financial first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 16 quarters since.
  • Gries Financial's iShares MSCI USA Min Vol Factor ETF position peaked at $7.65M in Q1 2023.
  • 1,305 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.