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Columbia River Financial Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Columbia River Financial Group’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
2025
Q2 		– Sell
-327
Closed -$30K – 109
2025
Q1 		$30K Buy
+327
New +$30.1K 0.02% 95

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Columbia River Financial Group's USMV Position: Q2 2025 in Review

Columbia River Financial Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2025, closing a stake of 327 shares — an estimated $30K sold.

Columbia River Financial Group first reported a position in USMV in Q1 2025 and held it in 1 quarter. The position peaked at $30K in Q1 2025. 1,300 funds tracked by Wall St. Rank hold USMV as of Q2 2025.

  • Columbia River Financial Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Columbia River Financial Group sold 327 iShares MSCI USA Min Vol Factor ETF shares in Q2 2025, an estimated $30K.
  • Columbia River Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and held it in 1 quarter.
  • Columbia River Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $30K in Q1 2025.
  • 1,300 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2025.

Based on Columbia River Financial Group's 13F filing for Q2 2025, filed 6 Aug 2025.