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GSB Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

GSB Wealth Management’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 		$220K Sell
2,278
-106
-4% -$10.1K 0.04% 220
2026
Q1 		$221K Sell
2,384
-421
-15% -$40K 0.05% 211
2025
Q4 		$264K Buy
2,805
+5
+0.2% +$471 0.06% 190
2025
Q3 		$266K Buy
2,800
+4
+0.1% +$375 0.06% 200
2025
Q2 		$262K Buy
2,796
+4
+0.1% +$368 0.06% 203
2025
Q1 		$261K Buy
2,792
+5
+0.2% +$460 0.07% 182
2024
Q4 		$248K Sell
2,787
-15
-0.5% -$1.38K 0.06% 194
2024
Q3 		$256K Buy
2,802
+4
+0.1% +$353 0.07% 195
2024
Q2 		$235K Sell
2,798
-99
-3% -$8.16K 0.06% 201
2024
Q1 		$242K Sell
2,897
-54
-2% -$4.36K 0.07% 196
2023
Q4 		$230K Sell
2,951
-392
-12% -$29.3K 0.07% 194
2023
Q3 		$242K Hold
3,343
– – 0.08% 177
2023
Q2 		$248K Sell
3,343
-195
-6% -$14.3K 0.08% 183
2023
Q1 		$257K Sell
3,538
-3,569
-50% -$257K 0.08% 176
2022
Q4 		$512K Sell
7,107
-20
-0.3% -$1.42K 0.18% 138
2022
Q3 		$471K Sell
7,127
-344
-5% -$24.8K 0.17% 147
2022
Q2 		$525K Buy
7,471
+4
+0.1% +$293 0.18% 146
2022
Q1 		$579K Sell
7,467
-338
-4% -$25.6K 0.17% 150
2021
Q4 		$631K Buy
7,805
+2,805
+56% +$217K 0.18% 147
2021
Q3 		$368K Sell
5,000
-2,802
-36% -$213K 0.19% 106
2021
Q2 		$574K Sell
7,802
-700
-8% -$50.6K 0.18% 146
2021
Q1 		$588K Buy
8,502
+2,802
+49% +$189K 0.2% 133
2020
Q4 		$387K Hold
5,700
– – 1.73% 18
2020
Q3 		$363K Buy
+5,700
New +$362K 1.66% 20

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

GSB Wealth Management's USMV Position: Q2 2026 in Review

GSB Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 4.4% in Q2 2026, selling an estimated $10.1K and leaving 2,278 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #220.

GSB Wealth Management first reported a position in USMV in Q3 2020 and has held it in 24 quarters since. The position peaked at $631K in Q4 2021. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • GSB Wealth Management held 2,278 shares of iShares MSCI USA Min Vol Factor ETF worth $220K as of Q2 2026.
  • GSB Wealth Management sold 106 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $10.1K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.04% of GSB Wealth Management's portfolio in Q2 2026, its #220 holding.
  • GSB Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2020 and has held it in 24 quarters since.
  • GSB Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $631K in Q4 2021.
  • 1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.