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CFM Wealth Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

CFM Wealth Partners’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 		$5.48M Sell
56,808
-2,163
-4% -$205K 0.7% 36
2026
Q1 		$5.47M Buy
58,971
+213
+0.4% +$20.2K 0.82% 33
2025
Q4 		$5.53M Buy
58,758
+514
+0.9% +$48.4K 0.8% 34
2025
Q3 		$5.54M Buy
58,244
+1,034
+2% +$96.8K 0.8% 35
2025
Q2 		$5.37M Buy
57,210
+3,247
+6% +$299K 0.85% 34
2025
Q1 		$5.05M Buy
53,963
+9
+0% +$828 0.89% 30
2024
Q4 		$4.79M Buy
53,954
+1,735
+3% +$159K 0.81% 31
2024
Q3 		$4.77M Buy
52,219
+1,017
+2% +$89.7K 0.83% 31
2024
Q2 		$4.3M Sell
51,202
-202
-0.4% -$16.6K 0.79% 31
2024
Q1 		$4.3M Sell
51,404
-528
-1% -$42.6K 0.86% 31
2023
Q4 		$4.05M Sell
51,932
-572
-1% -$42.7K 0.92% 30
2023
Q3 		$3.8M Buy
52,504
+2,124
+4% +$158K 1% 30
2023
Q2 		$3.74M Sell
50,380
-777
-2% -$56.8K 0.91% 28
2023
Q1 		$3.72M Sell
51,157
-2,098
-4% -$151K 1% 23
2022
Q4 		$3.84M Sell
53,255
-557
-1% -$39.6K 1.15% 20
2022
Q3 		$3.56M Buy
53,812
+1,473
+3% +$106K 1.14% 20
2022
Q2 		$3.67M Sell
52,339
-293
-0.6% -$21.4K 1.1% 21
2022
Q1 		$4.08M Sell
52,632
-1,865
-3% -$141K 0.98% 23
2021
Q4 		$4.83M Sell
54,497
-106
-0.2% -$8.21K 1.08% 23
2021
Q3 		$4.01M Sell
54,603
-679
-1% -$51.7K 1.01% 24
2021
Q2 		$4.07M Buy
55,282
+86
+0.2% +$6.21K 1.08% 21
2021
Q1 		$3.82M Buy
55,196
+441
+0.8% +$29.8K 1.15% 20
2020
Q4 		$3.72M Buy
54,755
+1,395
+3% +$91.8K 1.19% 19
2020
Q3 		$3.4M Sell
53,360
-2,279
-4% -$145K 1.24% 18
2020
Q2 		$3.37M Buy
55,639
+423
+0.8% +$25.1K 1.28% 15
2020
Q1 		$2.98M Buy
55,216
+2,676
+5% +$170K 1.39% 15
2019
Q4 		$3.54M Buy
+52,540
New +$3.37M 1.3% 17

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

CFM Wealth Partners's USMV Position: Q2 2026 in Review

CFM Wealth Partners reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.7% in Q2 2026, selling an estimated $205K and leaving 56,808 shares worth $5.48M. The position accounts for 0.7% of the portfolio, ranked #36.

CFM Wealth Partners first reported a position in USMV in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.54M in Q3 2025. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • CFM Wealth Partners held 56,808 shares of iShares MSCI USA Min Vol Factor ETF worth $5.48M as of Q2 2026.
  • CFM Wealth Partners sold 2,163 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $205K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.7% of CFM Wealth Partners's portfolio in Q2 2026, its #36 holding.
  • CFM Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 27 quarters since.
  • CFM Wealth Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $5.54M in Q3 2025.
  • 1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.