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

Silver 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	$667K	Buy	6,912 +642	+10%	+$60.9K	0.36%	59
2026 Q1	$581K	Buy	6,270 +3,332	+113%	+$316K	0.47%	53
2025 Q4	$277K	Sell	2,938 -84	-3%	-$7.91K	0.24%	85
2025 Q3	$288K	Buy	+3,022	New	+$283K	0.27%	88

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

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

Silver Grove Financial Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 10% in Q2 2026, buying an estimated $60.9K and bringing the position to 6,912 shares worth $667K. The position accounts for 0.36% of the portfolio, ranked #59.

Silver Grove Financial Group first reported a position in USMV in Q3 2025 and has held it in 4 quarters since. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Silver Grove Financial Group held 6,912 shares of iShares MSCI USA Min Vol Factor ETF worth $667K as of Q2 2026.
Silver Grove Financial Group bought 642 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $60.9K.
iShares MSCI USA Min Vol Factor ETF made up 0.36% of Silver Grove Financial Group's portfolio in Q2 2026, its #59 holding.
Silver Grove Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2025 and has held it in 4 quarters since.
1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.