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Comprehensive Financial Consultants Institutional’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$1.48M Sell
15,393
-335
-2% -$31.8K 0.39% 82
2026
Q1 		$1.46M Sell
15,728
-74
-0.5% -$7.03K 0.43% 83
2025
Q4 		$1.49M Sell
15,802
-147
-0.9% -$13.8K 0.45% 75
2025
Q3 		$1.52M Sell
15,949
-48
-0.3% -$4.5K 0.47% 75
2025
Q2 		$1.5M Sell
15,997
-729
-4% -$67.1K 0.49% 73
2025
Q1 		$1.57M Buy
16,726
+173
+1% +$15.9K 0.56% 68
2024
Q4 		$1.47M Sell
16,553
-624
-4% -$57.2K 0.53% 71
2024
Q3 		$1.57M Sell
17,177
-1,689
-9% -$149K 0.57% 66
2024
Q2 		$1.58M Buy
18,866
+935
+5% +$77K 0.62% 62
2024
Q1 		$1.5M Sell
17,931
-496
-3% -$40K 0.62% 62
2023
Q4 		$1.44M Sell
18,427
-124
-0.7% -$9.25K 0.67% 62
2023
Q3 		$1.34M Buy
18,551
+8
+0% +$596 0.71% 55
2023
Q2 		$1.38M Sell
18,543
-823
-4% -$60.1K 0.73% 52
2023
Q1 		$1.41M Sell
19,366
-1,452
-7% -$104K 0.8% 38
2022
Q4 		$1.53M Sell
20,818
-1,576
-7% -$112K 0.93% 38
2022
Q3 		$1.5M Sell
22,394
-1,525
-6% -$110K 0.99% 35
2022
Q2 		$1.69M Sell
23,919
-1,067
-4% -$78.1K 1.2% 25
2022
Q1 		$1.82M Sell
24,986
-463
-2% -$35.1K 1.26% 24
2021
Q4 		$1.89M Buy
+25,449
New +$1.97M 1.21% 20

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

Comprehensive Financial Consultants Institutional's USMV Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.1% in Q2 2026, selling an estimated $31.8K and leaving 15,393 shares worth $1.48M. The position accounts for 0.39% of the portfolio, ranked #82.

Comprehensive Financial Consultants Institutional first reported a position in USMV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.89M in Q4 2021. 287 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 15,393 shares of iShares MSCI USA Min Vol Factor ETF worth $1.48M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional sold 335 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $31.8K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.39% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #82 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • Comprehensive Financial Consultants Institutional's iShares MSCI USA Min Vol Factor ETF position peaked at $1.89M in Q4 2021.
  • 287 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.