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Center For Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Center For Asset 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 		$776K Sell
8,039
-251
-3% -$23.8K 0.34% 75
2026
Q1 		$769K Sell
8,290
-2,212
-21% -$210K 0.38% 66
2025
Q4 		$989K Sell
10,502
-670
-6% -$63.1K 0.52% 52
2025
Q3 		$1.06M Sell
11,172
-5,766
-34% -$540K 0.57% 42
2025
Q2 		$1.5M Buy
16,938
+4,148
+32% +$382K 0.93% 30
2025
Q1 		$1.2M Sell
12,790
-4,485
-26% -$413K 0.73% 36
2024
Q4 		$1.53M Sell
17,275
-1,327
-7% -$122K 0.99% 28
2024
Q3 		$1.7M Buy
18,602
+44
+0.2% +$3.88K 1.01% 30
2024
Q2 		$1.56M Buy
18,558
+2,020
+12% +$166K 1.03% 26
2024
Q1 		$1.38M Buy
16,538
+564
+4% +$45.5K 1.13% 23
2023
Q4 		$1.25M Buy
15,974
+71
+0.4% +$5.3K 1.14% 21
2023
Q3 		$1.15M Sell
15,903
-449
-3% -$33.5K 1.15% 22
2023
Q2 		$1.22M Sell
16,352
-662
-4% -$48.4K 1.15% 21
2023
Q1 		$1.24M Buy
17,014
+1,131
+7% +$81.3K 1.21% 17
2022
Q4 		$1.15M Sell
15,883
-792
-5% -$56.4K 1.07% 18
2022
Q3 		$1.1M Buy
16,675
+370
+2% +$26.7K 1.1% 18
2022
Q2 		$1.15M Sell
16,305
-1,901
-10% -$139K 1.06% 17
2022
Q1 		$1.41M Sell
18,206
-1,828
-9% -$138K 1.09% 27
2021
Q4 		$1.62M Sell
20,034
-753
-4% -$58.3K 1.2% 24
2021
Q3 		$1.53M Sell
20,787
-148
-0.7% -$11.3K 1.29% 23
2021
Q2 		$1.54M Buy
20,935
+283
+1% +$20.4K 1.33% 21
2021
Q1 		$1.43M Buy
20,652
+326
+2% +$22K 1.37% 21
2020
Q4 		$1.38M Buy
+20,326
New +$1.34M 1.38% 21

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Center For Asset Management's USMV Position: Q2 2026 in Review

Center For Asset Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3% in Q2 2026, selling an estimated $23.8K and leaving 8,039 shares worth $776K. The position accounts for 0.34% of the portfolio, ranked #75.

Center For Asset Management first reported a position in USMV in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.7M in Q3 2024. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Center For Asset Management held 8,039 shares of iShares MSCI USA Min Vol Factor ETF worth $776K as of Q2 2026.
  • Center For Asset Management sold 251 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $23.8K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.34% of Center For Asset Management's portfolio in Q2 2026, its #75 holding.
  • Center For Asset Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • Center For Asset Management's iShares MSCI USA Min Vol Factor ETF position peaked at $1.7M 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 Center For Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.