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

Gryphon Financial 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
Q2 		$204K Buy
+2,117
New +$201K 0.02% 377
2026
Q1 		– Sell
-2,137
Closed -$201K – 376
2025
Q4 		$201K Sell
2,137
-111
-5% -$10.5K 0.02% 329
2025
Q3 		$214K Sell
2,248
-134
-6% -$12.6K 0.02% 309
2025
Q2 		$224K Buy
2,382
+1
+0% +$92 0.03% 283
2025
Q1 		$223K Sell
2,381
-76
-3% -$6.99K 0.03% 267
2024
Q4 		$218K Sell
2,457
-373
-13% -$34.2K 0.03% 238
2024
Q3 		$258K Buy
2,830
+354
+14% +$31.2K 0.03% 255
2024
Q2 		$208K Buy
2,476
+47
+2% +$3.87K 0.03% 262
2024
Q1 		$203K Sell
2,429
-305
-11% -$24.6K 0.03% 248
2023
Q4 		$213K Buy
+2,734
New +$204K 0.04% 220
2023
Q3 		– Sell
-2,262
Closed -$168K – 210
2023
Q2 		$168K Sell
2,262
-580
-20% -$42.4K 0.04% 194
2023
Q1 		$207K Buy
+2,842
New +$204K 0.05% 191
2022
Q3 		– Sell
-873
Closed -$61K – 234
2022
Q2 		$61K Buy
+873
New +$63.9K 0.01% 198
2019
Q1 		– Sell
-71,772
Closed -$3.82M – 186
2018
Q4 		$3.82M Buy
+71,772
New +$3.95M 0.97% 16
2018
Q3 		– Sell
-100
Closed -$5K – 787
2018
Q2 		$5K Hold
100
– – ﹤0.01% 683
2018
Q1 		$5K Buy
+100
New +$5.29K ﹤0.01% 696

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gryphon Financial Partners's USMV Position: Q2 2026 in Review

Gryphon Financial Partners opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 2,117 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #377 among its holdings. This is a return to the name: Gryphon Financial Partners previously reported a position in USMV as recently as Q4 2025.

Gryphon Financial Partners first reported a position in USMV in Q1 2018 and has held it in 16 quarters since. The position peaked at $3.82M in Q4 2018. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Gryphon Financial Partners held 2,117 shares of iShares MSCI USA Min Vol Factor ETF worth $204K as of Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF was a new Gryphon Financial Partners position in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.02% of Gryphon Financial Partners's portfolio in Q2 2026, its #377 holding.
  • Gryphon Financial Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2018 and has held it in 16 quarters since.
  • Gryphon Financial Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $3.82M in Q4 2018.
  • 1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Gryphon Financial Partners's 13F filing for Q2 2026, filed 5 Aug 2026.