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

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

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. 1,376 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.
1,376 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.