CGC Financial Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

CGC Financial Services’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	$6.56K	Hold	68	–	–	﹤0.01%	247
2026 Q1	$6.31K	Hold	68	–	–	﹤0.01%	238
2025 Q4	$6.4K	Hold	68	–	–	﹤0.01%	253
2025 Q3	$6.47K	Hold	68	–	–	﹤0.01%	250
2025 Q2	$6.38K	Hold	68	–	–	﹤0.01%	240
2025 Q1	$6.37K	Hold	68	–	–	﹤0.01%	225
2024 Q4	$6.04K	Hold	68	–	–	﹤0.01%	235
2024 Q3	$6.21K	Hold	68	–	–	﹤0.01%	230
2024 Q2	$5.71K	Sell	68 -67	-50%	-$5.52K	﹤0.01%	233
2024 Q1	$11.3K	Hold	135	–	–	0.01%	200
2023 Q4	$10.5K	Buy	+135	New	+$10.1K	﹤0.01%	214

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

CGC Financial Services's USMV Position: Q2 2026 in Review

CGC Financial Services held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 68 shares worth $6.56K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

CGC Financial Services first reported a position in USMV in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.3K in Q1 2024. 257 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

CGC Financial Services held 68 shares of iShares MSCI USA Min Vol Factor ETF worth $6.56K as of Q2 2026.
CGC Financial Services left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #247 holding.
CGC Financial Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
CGC Financial Services's iShares MSCI USA Min Vol Factor ETF position peaked at $11.3K in Q1 2024.
257 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.