Joel Greenblatt's USMV Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 56,069 shares of iShares MSCI USA Min Vol Factor ETF (USMV) worth $5.28 M, representing 0.02% of the portfolio. First purchased in 2025-Q2, this short-term holding has been held for 3 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in USMV for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 22,709 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares MSCI USA Min Vol Factor ETF (USMV) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares MSCI USA Min Vol Factor ETF (USMV) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +22,709 | Add 68.07% | 56,069 | $94.16 |
| Q3 2025 | +18,273 | Add 121.12% | 33,360 | $95.14 |
| Q2 2025 | +15,087 | New Buy | 15,087 | $93.87 |
Joel Greenblatt's iShares MSCI USA Min Vol Factor ETF Investment FAQs
Joel Greenblatt first purchased iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2025, acquiring 15,087 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held iShares MSCI USA Min Vol Factor ETF (USMV) for 3 quarters since Q2 2025.
Joel Greenblatt's largest addition to iShares MSCI USA Min Vol Factor ETF (USMV) was in Q4 2025, adding 56,069 shares worth $5.28 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 56,069 shares of iShares MSCI USA Min Vol Factor ETF (USMV), valued at approximately $5.28 M.
As of the Q4 2025 filing, iShares MSCI USA Min Vol Factor ETF (USMV) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in iShares MSCI USA Min Vol Factor ETF (USMV) was 56,069 shares, as reported at the end of Q4 2025.