Steigerwald Gordon & Koch’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Steigerwald Gordon & Koch’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	$49.7K	Buy	516 +2	+0.4%	+$190	﹤0.01%	311
2026 Q1	$47.7K	Buy	514 +2	+0.4%	+$190	﹤0.01%	311
2025 Q4	$48.2K	Buy	512 +2	+0.4%	+$188	﹤0.01%	315
2025 Q3	$48.5K	Buy	+510	New	+$47.8K	﹤0.01%	306

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

Steigerwald Gordon & Koch's USMV Position: Q2 2026 in Review

Steigerwald Gordon & Koch increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.39% in Q2 2026, buying an estimated $190 and bringing the position to 516 shares worth $49.7K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Steigerwald Gordon & Koch first reported a position in USMV in Q3 2025 and has held it in 4 quarters since. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Steigerwald Gordon & Koch held 516 shares of iShares MSCI USA Min Vol Factor ETF worth $49.7K as of Q2 2026.
Steigerwald Gordon & Koch bought 2 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $190.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #311 holding.
Steigerwald Gordon & Koch first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2025 and has held it in 4 quarters since.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.