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

Cornerstone Wealth Management’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
Q1 		$23.7M Buy
256,054
+2,292
+0.9% +$218K 1.19% 10
2025
Q4 		$23.9M Buy
253,762
+5,018
+2% +$473K 1.24% 10
2025
Q3 		$23.7M Sell
248,744
-4,798
-2% -$449K 1.31% 9
2025
Q2 		$23.8M Sell
253,542
-3,544
-1% -$326K 1.44% 8
2025
Q1 		$24.1M Sell
257,086
-1,310
-0.5% -$121K 1.63% 8
2024
Q4 		$22.9M Sell
258,396
-215
-0.1% -$19.7K 1.55% 8
2024
Q3 		$23.6M Sell
258,611
-28
-0% -$2.47K 1.66% 8
2024
Q2 		$21.7M Sell
258,639
-1,050
-0.4% -$86.5K 1.67% 8
2024
Q1 		$21.7M Buy
259,689
+1,787
+0.7% +$144K 1.76% 7
2023
Q4 		$20.1M Sell
257,902
-13,163
-5% -$982K 1.73% 7
2023
Q3 		$19.6M Sell
271,065
-1,101
-0.4% -$82.1K 1.85% 6
2023
Q2 		$20.2M Buy
272,166
+20,228
+8% +$1.48M 1.81% 8
2023
Q1 		$18.3M Buy
+251,938
New +$18.1M 1.8% 8
2022
Q3 		$20.4M Buy
308,471
+53
+0% +$3.82K 2.27% 6
2022
Q2 		$21.7M Buy
308,418
+14,297
+5% +$1.05M 2.4% 5
2022
Q1 		$22.8M Buy
294,121
+5,970
+2% +$452K 2.22% 6
2021
Q4 		$23.3M Buy
288,151
+2,820
+1% +$218K 2.22% 5
2021
Q3 		$21M Sell
285,331
-261,612
-48% -$19.9M 2.23% 6
2021
Q2 		$40.3M Buy
546,943
+86,440
+19% +$6.24M 4.24% 3
2021
Q1 		$31.9M Buy
460,503
+2,221
+0.5% +$150K 3.77% 3
2020
Q4 		$31.1M Buy
458,282
+30,856
+7% +$2.03M 3.91% 3
2020
Q3 		$27.2M Buy
427,426
+6,274
+1% +$398K 4.04% 3
2020
Q2 		$25.5M Buy
421,152
+1,927
+0.5% +$114K 4.13% 4
2020
Q1 		$22.6M Buy
419,225
+192,883
+85% +$12.2M 4.37% 3
2019
Q4 		$14.8M Buy
226,342
+21,736
+11% +$1.4M 2.41% 7
2019
Q3 		$13.1M Buy
204,606
+37,807
+23% +$2.4M 2.31% 6
2019
Q2 		$10.3M Buy
166,799
+26,059
+19% +$1.56M 1.85% 8
2019
Q1 		$11.3M Sell
140,740
-6,706
-5% -$376K 1.37% 13
2018
Q4 		$7.73M Sell
147,446
-6,829,717
-98% -$375M 1.65% 12
2018
Q3 		$138M Sell
6,977,163
-1,113,549
-14% -$62.1M 1.73% 5
2018
Q2 		$152M Buy
8,090,712
+7,849,178
+3,250% +$413M 1.71% 4
2018
Q1 		$12.3M Buy
241,534
+13,139
+6% +$695K 2.35% 6
2017
Q4 		$12.2M Buy
228,395
+90,753
+66% +$4.71M 2.29% 6
2017
Q3 		$6.98M Buy
137,642
+11,247
+9% +$561K 1.45% 13
2017
Q2 		$6.17M Sell
126,395
-11,571
-8% -$564K 1.38% 16
2017
Q1 		$6.56M Buy
137,966
+10,029
+8% +$470K 1.62% 10
2016
Q4 		$5.8M Sell
127,937
-49,164
-28% -$2.19M 1.86% 12
2016
Q3 		$7.91M Buy
+177,101
New +$8.2M 2.92% 5
2016
Q1 		$7.19M Buy
+160,485
New +$6.68M 5.46% 5

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cornerstone Wealth Management's USMV Position: Q1 2026 in Review

Cornerstone Wealth Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.9% in Q1 2026, buying an estimated $218K and bringing the position to 256,054 shares worth $23.7M. The position accounts for 1.19% of the portfolio, ranked #10.

Cornerstone Wealth Management first reported a position in USMV in Q1 2016 and has held it in 39 quarters since. The position peaked at $152M in Q2 2018. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Cornerstone Wealth Management held 256,054 shares of iShares MSCI USA Min Vol Factor ETF worth $23.7M as of Q1 2026.
  • Cornerstone Wealth Management bought 2,292 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $218K.
  • iShares MSCI USA Min Vol Factor ETF made up 1.19% of Cornerstone Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Cornerstone Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2016 and has held it in 39 quarters since.
  • Cornerstone Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $152M in Q2 2018.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.