Commonwealth Retirement Investments’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Commonwealth Retirement Investments’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 Q1	–	Sell	-360	Closed	-$33.9K	–	390
2025 Q4	$33.9K	Buy	+360	New	+$33.9K	0.01%	204
2024 Q1	–	Sell	-5,130	Closed	-$400K	–	88
2023 Q4	$400K	Sell	5,130 -2,246	-30%	-$168K	0.21%	71
2023 Q3	$534K	Sell	7,376 -1,175	-14%	-$87.6K	0.31%	55
2023 Q2	$636K	Buy	8,551 +4	+0%	+$292	0.35%	50
2023 Q1	$622K	Buy	8,547 +2,238	+35%	+$161K	0.37%	45
2022 Q4	$455K	Buy	+6,309	New	+$449K	0.28%	53

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $5.37B AUM 18.53% 1-Year Est. Return

MRC

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Retirement Investments's USMV Position: Q1 2026 in Review

Commonwealth Retirement Investments sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 360 shares — an estimated $33.9K sold.

Commonwealth Retirement Investments first reported a position in USMV in Q4 2022 and held it in 6 quarters. The position peaked at $636K in Q2 2023. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Commonwealth Retirement Investments reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
Commonwealth Retirement Investments sold 360 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $33.9K.
Commonwealth Retirement Investments first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and held it in 6 quarters.
Commonwealth Retirement Investments's iShares MSCI USA Min Vol Factor ETF position peaked at $636K in Q2 2023.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.