C2C Wealth Management
USMV icon

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
Q3 		$961K Hold
9,865
– – 0.75% 34
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% -$8.78K 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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
Lineweaver Wealth Advisors
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

C2C Wealth Management's USMV Position: Q3 2026 in Review

C2C Wealth Management held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q3 2026 at 9,865 shares worth $961K. The position accounts for 0.75% of the portfolio, ranked #34.

C2C Wealth Management first reported a position in USMV in Q4 2021 and has held it in 20 quarters since. The position peaked at $987K in Q3 2024. 431 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • C2C Wealth Management held 9,865 shares of iShares MSCI USA Min Vol Factor ETF worth $961K as of Q3 2026.
  • C2C Wealth Management left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.75% of C2C Wealth Management's portfolio in Q3 2026, its #34 holding.
  • C2C Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 20 quarters since.
  • C2C Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $987K in Q3 2024.
  • 431 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on C2C Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.