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

Comprehensive Financial Planning’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	$61.3K	Buy	635 +2	+0.3%	+$190	0.03%	163
2026 Q1	$58.8K	Buy	633 +2	+0.3%	+$190	0.04%	154
2025 Q4	$59.5K	Buy	631 +1	+0.2%	+$94	0.04%	156
2025 Q3	$59.9K	Buy	630 +2	+0.3%	+$187	0.04%	155
2025 Q2	$59K	Buy	+628	New	+$57.8K	0.05%	145
2025 Q1	–	Sell	-1,706	Closed	-$151K	–	363
2024 Q4	$151K	Buy	+1,706	New	+$157K	0.13%	104

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

Comprehensive Financial Planning's USMV Position: Q2 2026 in Review

Comprehensive Financial Planning increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.32% in Q2 2026, buying an estimated $190 and bringing the position to 635 shares worth $61.3K. The position accounts for 0.03% of the portfolio, ranked #163.

Comprehensive Financial Planning first reported a position in USMV in Q4 2024 and has held it in 6 quarters since. The position peaked at $151K in Q4 2024. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Comprehensive Financial Planning held 635 shares of iShares MSCI USA Min Vol Factor ETF worth $61.3K as of Q2 2026.
Comprehensive Financial Planning bought 2 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $190.
iShares MSCI USA Min Vol Factor ETF made up 0.03% of Comprehensive Financial Planning's portfolio in Q2 2026, its #163 holding.
Comprehensive Financial Planning first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 6 quarters since.
Comprehensive Financial Planning's iShares MSCI USA Min Vol Factor ETF position peaked at $151K in Q4 2024.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.