CMP
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Coston McIsaac & Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Coston McIsaac & 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
Q1 		$119K Hold
1,293
– – 0.03% 211
2025
Q4 		$121K Hold
1,293
– – 0.03% 200
2025
Q3 		$123K Hold
1,293
– – 0.03% 198
2025
Q2 		$121K Hold
1,293
– – 0.03% 191
2025
Q1 		$121K Hold
1,293
– – 0.04% 169
2024
Q4 		$114K Hold
1,293
– – 0.03% 175
2024
Q3 		$118 Hold
1,293
– – 0.03% 173
2024
Q2 		$108K Hold
1,293
– – 0.03% 173
2024
Q1 		$108K Hold
1,293
– – 0.03% 176
2023
Q4 		$100K Hold
1,293
– – 0.03% 174
2023
Q3 		$93K Hold
1,293
– – 0.04% 175
2023
Q2 		$96K Hold
1,293
– – 0.03% 181
2023
Q1 		$94K Hold
1,293
– – 0.04% 177
2022
Q4 		$93 Buy
+1,293
New +$92K 0.04% 180

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