Creative Capital Management Investments’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Creative Capital Management Investments’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	$556	Hold	6	–	–	﹤0.01%	300
2025 Q4	$565	Hold	6	–	–	﹤0.01%	296
2025 Q3	$571	Hold	6	–	–	﹤0.01%	253
2025 Q2	$563	Hold	6	–	–	﹤0.01%	295
2025 Q1	$562	Hold	6	–	–	﹤0.01%	223
2024 Q4	$533	Buy	+6	New	+$550	﹤0.01%	240
2024 Q3	–	Sell	-155	Closed	-$13K	–	253
2024 Q2	$13K	Buy	+155	New	+$12.8K	0.01%	152

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $5.37B AUM 18.53% 1-Year Est. Return

MRC

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Capital Management Investments's USMV Position: Q1 2026 in Review

Creative Capital Management Investments held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 6 shares worth $556. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Creative Capital Management Investments first reported a position in USMV in Q2 2024 and has held it in 7 quarters since. The position peaked at $13K in Q2 2024. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Creative Capital Management Investments held 6 shares of iShares MSCI USA Min Vol Factor ETF worth $556 as of Q1 2026.
Creative Capital Management Investments left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q1 2026, its #300 holding.
Creative Capital Management Investments first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2024 and has held it in 7 quarters since.
Creative Capital Management Investments's iShares MSCI USA Min Vol Factor ETF position peaked at $13K in Q2 2024.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Creative Capital Management Investments's 13F filing for Q1 2026, filed 21 Apr 2026.