CFO4Life Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.17M | Buy |
12,176
+400
| +3% | +$38K | 0.16% | 74 |
|
|
2026
Q1 | $1.09M | Buy |
11,776
+8
| +0.1% | +$760 | 0.17% | 68 |
|
|
2025
Q4 | $1.11M | Sell |
11,768
-453
| -4% | -$42.7K | 0.16% | 71 |
|
|
2025
Q3 | $1.16M | Buy |
12,221
+12
| +0.1% | +$1.12K | 0.17% | 67 |
|
|
2025
Q2 | $1.15M | Buy |
12,209
+7
| +0.1% | +$644 | 0.18% | 64 |
|
|
2025
Q1 | $1.14M | Sell |
12,202
-330
| -3% | -$30.4K | 0.19% | 67 |
|
|
2024
Q4 | $1.11M | Sell |
12,532
-443
| -3% | -$40.6K | 0.2% | 61 |
|
|
2024
Q3 | $1.18M | Sell |
12,975
-278
| -2% | -$24.5K | 0.21% | 60 |
|
|
2024
Q2 | $1.11M | Buy |
13,253
+6
| +0% | +$494 | 0.21% | 60 |
|
|
2024
Q1 | $1.11M | Sell |
13,247
-602
| -4% | -$48.6K | 0.2% | 60 |
|
|
2023
Q4 | $1.08M | Sell |
13,849
-3,616
| -21% | -$270K | 0.21% | 62 |
|
|
2023
Q3 | $1.26M | Sell |
17,465
-1,326
| -7% | -$98.9K | 0.29% | 48 |
|
|
2023
Q2 | $1.4M | Sell |
18,791
-834
| -4% | -$60.9K | 0.3% | 43 |
|
|
2023
Q1 | $1.43M | Sell |
19,625
-3,114
| -14% | -$224K | 0.32% | 42 |
|
|
2022
Q4 | $1.64M | Sell |
22,739
-3,493
| -13% | -$249K | 0.35% | 50 |
|
|
2022
Q3 | $1.73M | Sell |
26,232
-1,508
| -5% | -$109K | 0.46% | 37 |
|
|
2022
Q2 | $1.95M | Sell |
27,740
-551
| -2% | -$40.3K | 0.48% | 38 |
|
|
2022
Q1 | $2.19M | Sell |
28,291
-1,733
| -6% | -$131K | 0.46% | 35 |
|
|
2021
Q4 | $2.43M | Sell |
30,024
-2,316
| -7% | -$179K | 0.5% | 33 |
|
|
2021
Q3 | $2.38M | Sell |
32,340
-3,218
| -9% | -$245K | 0.55% | 32 |
|
|
2021
Q2 | $2.62M | Sell |
35,558
-3,613
| -9% | -$261K | 0.6% | 33 |
|
|
2021
Q1 | $2.71M | Sell |
39,171
-176,373
| -82% | -$11.9M | 0.67% | 27 |
|
|
2020
Q4 | $14.6M | Buy |
215,544
+12,905
| +6% | +$850K | 4.2% | 7 |
|
|
2020
Q3 | $12.9M | Sell |
202,639
-18,336
| -8% | -$1.16M | 4.37% | 7 |
|
|
2020
Q2 | $13.4M | Sell |
220,975
-7,011
| -3% | -$416K | 5.15% | 5 |
|
|
2020
Q1 | $12.3M | Buy |
227,986
+15,185
| +7% | +$963K | 6.59% | 4 |
|
|
2019
Q4 | $14M | Buy |
212,801
+9,828
| +5% | +$631K | 5.9% | 3 |
|
|
2019
Q3 | $13M | Buy |
202,973
+10,101
| +5% | +$640K | 5.83% | 3 |
|
|
2019
Q2 | $11.9M | Buy |
192,872
+82,662
| +75% | +$4.96M | 5.44% | 3 |
|
|
2019
Q1 | $6.48M | Sell |
110,210
-7,954
| -7% | -$446K | 3.04% | 7 |
|
|
2018
Q4 | $6.19M | Sell |
118,164
-32,594
| -22% | -$1.79M | 2.72% | 9 |
|
|
2018
Q3 | $8.6M | Buy |
150,758
+1,466
| +1% | +$81.7K | 3.81% | 5 |
|
|
2018
Q2 | $7.94M | Buy |
149,292
+19,849
| +15% | +$1.04M | 3.31% | 6 |
|
|
2018
Q1 | $6.72M | Buy |
129,443
+6,792
| +6% | +$359K | 5.68% | 4 |
|
|
2017
Q4 | $6.47M | Sell |
122,651
-46,740
| -28% | -$2.43M | 5.09% | 4 |
|
|
2017
Q3 | $8.53M | Buy |
169,391
+8,314
| +5% | +$415K | 6.88% | 3 |
|
|
2017
Q2 | $7.88M | Buy |
161,077
+88,440
| +122% | +$4.31M | 7.26% | 3 |
|
|
2017
Q1 | $3.47M | Buy |
+72,637
| New | +$3.4M | 3.14% | 6 |
|
Other funds holding USMV
CCA
MRC
CFO4Life Group's USMV Position: Q2 2026 in Review
CFO4Life Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.4% in Q2 2026, buying an estimated $38K and bringing the position to 12,176 shares worth $1.17M. The position accounts for 0.16% of the portfolio, ranked #74.
CFO4Life Group first reported a position in USMV in Q1 2017 and has held it in 38 quarters since. The position peaked at $14.6M in Q4 2020. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.
- CFO4Life Group held 12,176 shares of iShares MSCI USA Min Vol Factor ETF worth $1.17M as of Q2 2026.
- CFO4Life Group bought 400 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $38K.
- iShares MSCI USA Min Vol Factor ETF made up 0.16% of CFO4Life Group's portfolio in Q2 2026, its #74 holding.
- CFO4Life Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2017 and has held it in 38 quarters since.
- CFO4Life Group's iShares MSCI USA Min Vol Factor ETF position peaked at $14.6M in Q4 2020.
- 1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.
Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.