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

Commonwealth 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	$247K	Buy	2,561 +35	+1%	+$3.32K	0.03%	249
2026 Q1	$234K	Hold	2,526	–	–	0.04%	234
2025 Q4	$238K	Hold	2,526	–	–	0.04%	197
2025 Q3	$240K	Buy	2,526 +2	+0.1%	+$187	0.04%	196
2025 Q2	$237K	Hold	2,524	–	–	0.05%	184
2025 Q1	$236K	Hold	2,524	–	–	0.05%	176
2024 Q4	$224K	Sell	2,524 -83	-3%	-$7.61K	0.04%	179
2024 Q3	$238K	Hold	2,607	–	–	0.05%	175
2024 Q2	$219K	Buy	+2,607	New	+$215K	0.05%	180

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Commonwealth Financial Services increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.4% in Q2 2026, buying an estimated $3.32K and bringing the position to 2,561 shares worth $247K. The position accounts for 0.03% of the portfolio, ranked #249.

Commonwealth Financial Services first reported a position in USMV in Q2 2024 and has held it in 9 quarters since. 1,370 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Commonwealth Financial Services held 2,561 shares of iShares MSCI USA Min Vol Factor ETF worth $247K as of Q2 2026.
Commonwealth Financial Services bought 35 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $3.32K.
iShares MSCI USA Min Vol Factor ETF made up 0.03% of Commonwealth Financial Services's portfolio in Q2 2026, its #249 holding.
Commonwealth Financial Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2024 and has held it in 9 quarters since.
1,370 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.