COMPASS FINANCIAL MANAGEMENT LLC’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$83.5K	Buy	+845	New	+$80.2K	0.01%	586

Other funds holding USMV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's USMV Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 845 shares worth $83.5K. The stake represents 0.01% of the portfolio and ranks #586 among its holdings.

1,176 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 845 shares of iShares MSCI USA Min Vol Factor ETF worth $83.5K as of Q2 2026.
iShares MSCI USA Min Vol Factor ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #586 holding.
1,176 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.