Cornerstone Planning Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Cornerstone Planning 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	$223K	Buy	2,316 +387	+20%	+$36.7K	0.03%	164
2026 Q1	$182K	Buy	1,929 +29	+2%	+$2.75K	0.02%	176
2025 Q4	$181K	Buy	1,900 +47	+3%	+$4.43K	0.03%	148
2025 Q3	$173K	Buy	1,853 +1,723	+1,325%	+$161K	0.03%	145
2025 Q2	$12K	Hold	130	–	–	﹤0.01%	518
2025 Q1	$11.7K	Buy	130 +49	+60%	+$4.51K	﹤0.01%	528
2024 Q4	$7.49K	Hold	81	–	–	﹤0.01%	492
2024 Q3	$7.4K	Sell	81 -99	-55%	-$8.73K	﹤0.01%	479
2024 Q2	$15.2K	Sell	180 -285	-61%	-$23.5K	﹤0.01%	361
2024 Q1	$37.7K	Sell	465 -834	-64%	-$67.3K	0.01%	207
2023 Q4	$101K	Sell	1,299 -1,696	-57%	-$127K	0.03%	119
2023 Q3	$217K	Sell	2,995 -662	-18%	-$49.4K	0.08%	76
2023 Q2	$272K	Buy	+3,657	New	+$267K	0.11%	73
2022 Q4	$418K	Buy	+5,835	New	+$415K	0.18%	65

Other funds holding USMV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JIC

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

Cornerstone Planning Group's USMV Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 20% in Q2 2026, buying an estimated $36.7K and bringing the position to 2,316 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #164.

Cornerstone Planning Group first reported a position in USMV in Q4 2022 and has held it in 14 quarters since. The position peaked at $418K in Q4 2022. 950 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Cornerstone Planning Group held 2,316 shares of iShares MSCI USA Min Vol Factor ETF worth $223K as of Q2 2026.
Cornerstone Planning Group bought 387 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $36.7K.
iShares MSCI USA Min Vol Factor ETF made up 0.03% of Cornerstone Planning Group's portfolio in Q2 2026, its #164 holding.
Cornerstone Planning Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's iShares MSCI USA Min Vol Factor ETF position peaked at $418K in Q4 2022.
950 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.