Pine Grove Financial Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Pine Grove Financial Group’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	$249K	Sell	2,599 -102	-4%	-$9.68K	0.03%	186
2026 Q1	$250K	Buy	2,701 +357	+15%	+$33.9K	0.03%	166
2025 Q4	$221K	Buy	+2,344	New	+$221K	0.03%	175

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

Pine Grove Financial Group's USMV Position: Q2 2026 in Review

Pine Grove Financial Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.8% in Q2 2026, selling an estimated $9.68K and leaving 2,599 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #186.

Pine Grove Financial Group first reported a position in USMV in Q4 2025 and has held it in 3 quarters since. The position peaked at $250K in Q1 2026. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Pine Grove Financial Group held 2,599 shares of iShares MSCI USA Min Vol Factor ETF worth $249K as of Q2 2026.
Pine Grove Financial Group sold 102 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $9.68K.
iShares MSCI USA Min Vol Factor ETF made up 0.03% of Pine Grove Financial Group's portfolio in Q2 2026, its #186 holding.
Pine Grove Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
Pine Grove Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $250K in Q1 2026.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Pine Grove Financial Group's 13F filing for Q2 2026, filed 2 Sep 2026.