J. Goldman & Co’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

J. Goldman & Co’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	–	Sell	-4,093	Closed	-$380K	–	939
2026 Q1	$380K	Buy	+4,093	New	+$389K	0.01%	540
2025 Q4	–	Sell	-2,483	Closed	-$236K	–	753
2025 Q3	$236K	Sell	2,483 -145	-6%	-$13.6K	0.01%	414
2025 Q2	$247K	Sell	2,628 -7,372	-74%	-$678K	0.01%	408
2025 Q1	$937K	Buy	+10,000	New	+$920K	0.02%	367

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

J. Goldman & Co's USMV Position: Q2 2026 in Review

J. Goldman & Co sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 4,093 shares — an estimated $380K sold.

J. Goldman & Co first reported a position in USMV in Q1 2025 and held it in 4 quarters. The position peaked at $937K in Q1 2025. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

J. Goldman & Co reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
J. Goldman & Co sold 4,093 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $380K.
J. Goldman & Co first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and held it in 4 quarters.
J. Goldman & Co's iShares MSCI USA Min Vol Factor ETF position peaked at $937K in Q1 2025.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.