Center for Financial Planning’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Center for Financial Planning’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	$10.6K	Buy	+110	New	+$10.4K	﹤0.01%	494
2026 Q1	–	Sell	-293	Closed	-$27.6K	–	725
2025 Q4	$27.6K	Hold	293	–	–	﹤0.01%	374
2025 Q3	$27.9K	Hold	293	–	–	﹤0.01%	375
2025 Q2	$27.5K	Sell	293 -138	-32%	-$12.7K	﹤0.01%	359
2025 Q1	$40.4K	Buy	431 +381	+762%	+$35.1K	0.01%	300
2024 Q4	$4.44K	Buy	+50	New	+$4.59K	﹤0.01%	490
2022 Q1	–	Sell	-4,617	Closed	-$374K	–	575
2021 Q4	$374K	Buy	+4,617	New	+$357K	0.08%	95

Other funds holding USMV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Center for Financial Planning's USMV Position: Q2 2026 in Review

Center for Financial Planning opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 110 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #494 among its holdings. This is a return to the name: Center for Financial Planning previously reported a position in USMV as recently as Q4 2025.

Center for Financial Planning first reported a position in USMV in Q4 2021 and has held it in 7 quarters since. The position peaked at $374K in Q4 2021. 928 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Center for Financial Planning held 110 shares of iShares MSCI USA Min Vol Factor ETF worth $10.6K as of Q2 2026.
iShares MSCI USA Min Vol Factor ETF was a new Center for Financial Planning position in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #494 holding.
Center for Financial Planning first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 7 quarters since.
Center for Financial Planning's iShares MSCI USA Min Vol Factor ETF position peaked at $374K in Q4 2021.
928 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.