Core Wealth Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Core Wealth Partners’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	$1.37M	Buy	+14,223	New	+$1.35M	0.58%	46

Other funds holding USMV

Wealth Enhancement Advisory Services

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Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Core Wealth Partners's USMV Position: Q2 2026 in Review

Core Wealth Partners opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 14,223 shares worth $1.37M. The stake represents 0.58% of the portfolio and ranks #46 among its holdings.

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

Core Wealth Partners held 14,223 shares of iShares MSCI USA Min Vol Factor ETF worth $1.37M as of Q2 2026.
iShares MSCI USA Min Vol Factor ETF was a new Core Wealth Partners position in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.58% of Core Wealth Partners's portfolio in Q2 2026, its #46 holding.
492 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.