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 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 $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 $5.28B AUM 21.66% 1-Year Est. Return

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

J. Goldman & Co's USMV Position: Q1 2026 in Review

J. Goldman & Co opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026: 4,093 shares worth $380K. The stake represents 0.01% of the portfolio and ranks #540 among its holdings. This is a return to the name: J. Goldman & Co previously reported a position in USMV as recently as Q3 2025.

J. Goldman & Co first reported a position in USMV in Q1 2025 and has held it in 4 quarters since. The position peaked at $937K in Q1 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

J. Goldman & Co held 4,093 shares of iShares MSCI USA Min Vol Factor ETF worth $380K as of Q1 2026.
iShares MSCI USA Min Vol Factor ETF was a new J. Goldman & Co position in Q1 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of J. Goldman & Co's portfolio in Q1 2026, its #540 holding.
J. Goldman & Co first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and has held it in 4 quarters since.
J. Goldman & Co's iShares MSCI USA Min Vol Factor ETF position peaked at $937K in Q1 2025.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.