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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
Q3 		$222K Buy
2,281
+3
+0.1% +$297 0.05% 222
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% -$14.2K 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

GSB Wealth Management's USMV Position: Q3 2026 in Review

GSB Wealth Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.13% in Q3 2026, buying an estimated $297 and bringing the position to 2,281 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #222.

GSB Wealth Management first reported a position in USMV in Q3 2020 and has held it in 25 quarters since. The position peaked at $631K in Q4 2021. 843 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • GSB Wealth Management held 2,281 shares of iShares MSCI USA Min Vol Factor ETF worth $222K as of Q3 2026.
  • GSB Wealth Management bought 3 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $297.
  • iShares MSCI USA Min Vol Factor ETF made up 0.05% of GSB Wealth Management's portfolio in Q3 2026, its #222 holding.
  • GSB Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2020 and has held it in 25 quarters since.
  • GSB Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $631K in Q4 2021.
  • 843 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on GSB Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.