Colton Groome Financial Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Colton Groome Financial Advisors’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	$308K	Sell	3,194 -706	-18%	-$67K	0.07%	131
2026 Q1	$362K	Sell	3,900 -63	-2%	-$5.98K	0.1%	99
2025 Q4	$373K	Buy	3,963 +7	+0.2%	+$659	0.11%	96
2025 Q3	$376K	Sell	3,956 -32	-0.8%	-$3K	0.12%	97
2025 Q2	$374K	Buy	+3,988	New	+$367K	0.13%	94
2025 Q1	–	Sell	-3,680	Closed	-$327K	–	135
2024 Q4	$327K	Sell	3,680 -4,650	-56%	-$427K	0.12%	89
2024 Q3	$761K	Buy	8,330 +2,701	+48%	+$238K	0.28%	51
2024 Q2	$473K	Sell	5,629 -1,607	-22%	-$132K	0.19%	69
2024 Q1	$605K	Sell	7,236 -1,204	-14%	-$97.1K	0.24%	61
2023 Q4	$659K	Sell	8,440 -15,080	-64%	-$1.13M	0.29%	57
2023 Q3	$1.7M	Sell	23,520 -9,668	-29%	-$721K	0.85%	31
2023 Q2	$2.47M	Buy	33,188 +10,136	+44%	+$741K	1.16%	23
2023 Q1	$1.68M	Sell	23,052 -16,321	-41%	-$1.17M	0.8%	35
2022 Q4	$2.84M	Sell	39,373 -264	-0.7%	-$18.8K	1.39%	21
2022 Q3	$2.62M	Sell	39,637 -34,895	-47%	-$2.52M	1.34%	17
2022 Q2	$5.23M	Sell	74,532 -51,791	-41%	-$3.79M	2.62%	8
2022 Q1	$9.8M	Sell	126,323 -354	-0.3%	-$26.8K	4.53%	6
2021 Q4	$10.2M	Sell	126,677 -18,015	-12%	-$1.39M	4.16%	5
2021 Q3	$10.6M	Buy	144,692 +65,505	+83%	+$4.99M	4.63%	5
2021 Q2	$5.83M	Buy	79,187 +3,729	+5%	+$269K	2.67%	13
2021 Q1	$5.22M	Sell	75,458 -9,489	-11%	-$642K	2.92%	14
2020 Q4	$5.77M	Sell	84,947 -8,567	-9%	-$564K	3.72%	11
2020 Q3	$5.96M	Buy	93,514 +67,598	+261%	+$4.29M	4.18%	8
2020 Q2	$1.57M	Buy	25,916 +13,682	+112%	+$812K	1.14%	21
2020 Q1	$661K	Sell	12,234 -25,850	-68%	-$1.64M	0.55%	33
2019 Q4	$2.5M	Sell	38,084 -13,448	-26%	-$864K	1.79%	20
2019 Q3	$3.27M	Buy	+51,532	New	+$3.26M	2.41%	15

Other funds holding USMV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Colton Groome Financial Advisors's USMV Position: Q2 2026 in Review

Colton Groome Financial Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 18% in Q2 2026, selling an estimated $67K and leaving 3,194 shares worth $308K. The position accounts for 0.07% of the portfolio, ranked #131.

Colton Groome Financial Advisors first reported a position in USMV in Q3 2019 and has held it in 27 quarters since. The position peaked at $10.6M in Q3 2021. 427 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Colton Groome Financial Advisors held 3,194 shares of iShares MSCI USA Min Vol Factor ETF worth $308K as of Q2 2026.
Colton Groome Financial Advisors sold 706 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $67K.
iShares MSCI USA Min Vol Factor ETF made up 0.07% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #131 holding.
Colton Groome Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and has held it in 27 quarters since.
Colton Groome Financial Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $10.6M in Q3 2021.
427 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.