C2C Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

C2C Wealth Management’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	$952K	Sell	9,865 -300	-3%	-$28.5K	0.75%	33
2026 Q1	$943K	Hold	10,165	–	–	0.8%	32
2025 Q4	$957K	Hold	10,165	–	–	0.81%	30
2025 Q3	$967K	Hold	10,165	–	–	0.83%	30
2025 Q2	$954K	Sell	10,165 -300	-3%	-$27.6K	0.86%	30
2025 Q1	$980K	Sell	10,465 -500	-5%	-$46K	0.92%	29
2024 Q4	$974K	Hold	10,965	–	–	0.9%	26
2024 Q3	$987K	Hold	10,965	–	–	0.92%	28
2024 Q2	$921K	Hold	10,965	–	–	0.9%	28
2024 Q1	$916K	Buy	10,965 +50	+0.5%	+$4.03K	0.91%	28
2023 Q4	$854K	Sell	10,915 -8	-0.1%	-$597	0.72%	37
2023 Q3	$782K	Hold	10,923	–	–	0.11%	97
2023 Q2	$814K	Hold	10,923	–	–	0.11%	99
2023 Q1	$804K	Hold	10,923	–	–	0.13%	99
2022 Q4	$785K	Sell	10,923 -46	-0.4%	-$3.27K	0.14%	71
2022 Q3	$759K	Sell	10,969 -180	-2%	-$13K	0.15%	75
2022 Q2	$797K	Sell	11,149 -120	-1%	-$8.79K	0.15%	79
2022 Q1	$885K	Sell	11,269 -450	-4%	-$34.1K	0.15%	80
2021 Q4	$948K	Buy	+11,719	New	+$907K	0.14%	85

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

C2C Wealth Management's USMV Position: Q2 2026 in Review

C2C Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3% in Q2 2026, selling an estimated $28.5K and leaving 9,865 shares worth $952K. The position accounts for 0.75% of the portfolio, ranked #33.

C2C Wealth Management first reported a position in USMV in Q4 2021 and has held it in 19 quarters since. The position peaked at $987K in Q3 2024. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

C2C Wealth Management held 9,865 shares of iShares MSCI USA Min Vol Factor ETF worth $952K as of Q2 2026.
C2C Wealth Management sold 300 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $28.5K.
iShares MSCI USA Min Vol Factor ETF made up 0.75% of C2C Wealth Management's portfolio in Q2 2026, its #33 holding.
C2C Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 19 quarters since.
C2C Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $987K in Q3 2024.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.