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

Centurion 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	$1.76M	Sell	18,219 -4,822	-21%	-$458K	0.42%	58
2026 Q1	$2.14M	Buy	23,041 +47	+0.2%	+$4.46K	0.48%	52
2025 Q4	$2.17M	Sell	22,994 -30	-0.1%	-$2.83K	0.47%	52
2025 Q3	$2.19M	Buy	23,024 +97	+0.4%	+$9.09K	0.5%	51
2025 Q2	$2.15M	Sell	22,927 -151	-0.7%	-$13.9K	0.62%	40
2025 Q1	$2.05M	Hold	23,078	–	–	0.64%	33
2024 Q4	$2.05M	Sell	23,078 -1,778	-7%	-$163K	0.64%	33
2024 Q3	$2.27M	Buy	+24,856	New	+$2.19M	0.72%	28
2024 Q1	$1.81M	Sell	21,632 -5,395	-20%	-$435K	0.71%	27
2023 Q4	$2.11M	Sell	27,027 -13,876	-34%	-$1.04M	0.9%	23
2023 Q3	$2.96M	Sell	40,903 -4,873	-11%	-$363K	1.45%	18
2023 Q2	$3.4M	Sell	45,776 -264	-0.6%	-$19.3K	1.64%	17
2023 Q1	$3.35M	Buy	46,040 +10,583	+30%	+$761K	1.7%	16
2022 Q4	$2.56M	Buy	+35,457	New	+$2.52M	1.44%	18

Other funds holding USMV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

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

Centurion Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 21% in Q2 2026, selling an estimated $458K and leaving 18,219 shares worth $1.76M. The position accounts for 0.42% of the portfolio, ranked #58.

Centurion Wealth Management first reported a position in USMV in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.4M in Q2 2023. 257 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Centurion Wealth Management held 18,219 shares of iShares MSCI USA Min Vol Factor ETF worth $1.76M as of Q2 2026.
Centurion Wealth Management sold 4,822 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $458K.
iShares MSCI USA Min Vol Factor ETF made up 0.42% of Centurion Wealth Management's portfolio in Q2 2026, its #58 holding.
Centurion Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 14 quarters since.
Centurion Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $3.4M in Q2 2023.
257 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

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