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

Community Financial Services 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
2026
Q2 		$116K Buy
+1,196
New +$114K 0.02% 163

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

Community Financial Services Group's USMV Position: Q2 2026 in Review

Community Financial Services Group opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 1,196 shares worth $116K. The stake represents 0.02% of the portfolio and ranks #163 among its holdings.

296 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Community Financial Services Group held 1,196 shares of iShares MSCI USA Min Vol Factor ETF worth $116K as of Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF was a new Community Financial Services Group position in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.02% of Community Financial Services Group's portfolio in Q2 2026, its #163 holding.
  • 296 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.