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 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 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 $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gryphon Financial Partners's USMV Position: Q1 2026 in Review

Gryphon Financial Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 2,137 shares — an estimated $201K sold.

Gryphon Financial Partners first reported a position in USMV in Q1 2018 and held it in 15 quarters. The position peaked at $3.82M in Q4 2018. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Gryphon Financial Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
Gryphon Financial Partners sold 2,137 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $201K.
Gryphon Financial Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2018 and held it in 15 quarters.
Gryphon Financial Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $3.82M in Q4 2018.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Gryphon Financial Partners's 13F filing for Q1 2026, filed 6 May 2026.