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

Cornerstone Wealth 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	$3.08M	Buy	+31,966	New	+$3.03M	0.18%	114
2023 Q4	–	Sell	-51,722	Closed	-$3.74M	–	157
2023 Q3	$3.74M	Sell	51,722 -142	-0.3%	-$10.6K	0.66%	52
2023 Q2	$3.86M	Buy	+51,864	New	+$3.79M	0.7%	55
2022 Q2	–	Sell	-3,768	Closed	-$292K	–	156
2022 Q1	$292K	Sell	3,768 -144,683	-97%	-$11M	0.05%	130
2021 Q4	$12M	Buy	+148,451	New	+$11.5M	2.06%	10
2021 Q3	–	Sell	-2,696	Closed	-$201K	–	163
2021 Q2	$201K	Buy	+2,696	New	+$195K	0.04%	142
2020 Q3	–	Sell	-52,087	Closed	-$3.16M	–	149
2020 Q2	$3.16M	Buy	52,087 +19,278	+59%	+$1.14M	0.79%	32
2020 Q1	$1.77M	Buy	+32,809	New	+$2.08M	0.62%	48
2019 Q4	–	Sell	-266,124	Closed	-$17.1M	–	152
2019 Q3	$17.1M	Buy	266,124 +202,894	+321%	+$12.9M	4.28%	4
2019 Q2	$3.9M	Buy	+63,230	New	+$3.8M	1.05%	20

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

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

Cornerstone Wealth Group opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 31,966 shares worth $3.08M. The stake represents 0.18% of the portfolio and ranks #114 among its holdings. This is a return to the name: Cornerstone Wealth Group previously reported a position in USMV as recently as Q3 2023.

Cornerstone Wealth Group first reported a position in USMV in Q2 2019 and has held it in 10 quarters since. The position peaked at $17.1M in Q3 2019. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Cornerstone Wealth Group held 31,966 shares of iShares MSCI USA Min Vol Factor ETF worth $3.08M as of Q2 2026.
iShares MSCI USA Min Vol Factor ETF was a new Cornerstone Wealth Group position in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.18% of Cornerstone Wealth Group's portfolio in Q2 2026, its #114 holding.
Cornerstone Wealth Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2019 and has held it in 10 quarters since.
Cornerstone Wealth Group's iShares MSCI USA Min Vol Factor ETF position peaked at $17.1M in Q3 2019.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.