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 Q2	$77.6K	Buy	+804	New	+$76.3K	0.02%	161
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 $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 $67.3B AUM 21.9% 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 22.9% 1-Year Est. Return

Commonwealth Retirement Investments's USMV Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 804 shares worth $77.6K. The stake represents 0.02% of the portfolio and ranks #161 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in USMV as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in USMV in Q4 2022 and has held it in 7 quarters since. The position peaked at $636K in Q2 2023. 1,380 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Commonwealth Retirement Investments held 804 shares of iShares MSCI USA Min Vol Factor ETF worth $77.6K as of Q2 2026.
iShares MSCI USA Min Vol Factor ETF was a new Commonwealth Retirement Investments position in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #161 holding.
Commonwealth Retirement Investments first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 7 quarters since.
Commonwealth Retirement Investments's iShares MSCI USA Min Vol Factor ETF position peaked at $636K in Q2 2023.
1,380 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.