Creative Financial Designs’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Creative Financial Designs’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	$124K	Sell	1,283 -156	-11%	-$14.8K	0.01%	737
2026 Q1	$133K	Buy	1,439 +74	+5%	+$7.03K	0.01%	613
2025 Q4	$129K	Sell	1,365 -20	-1%	-$1.88K	0.01%	593
2025 Q3	$132K	Buy	1,385 +340	+33%	+$31.8K	0.01%	567
2025 Q2	$98.1K	Buy	1,045 +285	+38%	+$26.2K	0.01%	675
2025 Q1	$71.1K	Sell	760 -82	-10%	-$7.55K	0.01%	719
2024 Q4	$74.8K	Sell	842 -210	-20%	-$19.3K	0.01%	670
2024 Q3	$96K	Sell	1,052 -117	-10%	-$10.3K	0.01%	604
2024 Q2	$98.2K	Sell	1,169 -455	-28%	-$37.5K	0.01%	582
2024 Q1	$136K	Sell	1,624 -2,497	-61%	-$201K	0.01%	504
2023 Q4	$322K	Sell	4,121 -4,465	-52%	-$333K	0.03%	300
2023 Q3	$621K	Sell	8,586 -7,234	-46%	-$539K	0.07%	186
2023 Q2	$1.18M	Buy	15,820 +1,980	+14%	+$145K	0.14%	136
2023 Q1	$1.01M	Buy	13,840 +2,500	+22%	+$180K	0.13%	144
2022 Q4	$818K	Sell	11,340 -40	-0.4%	-$2.85K	0.12%	149
2022 Q3	$752K	Buy	11,380 +1,024	+10%	+$73.8K	0.12%	144
2022 Q2	$727K	Buy	10,356 +1,255	+14%	+$91.9K	0.12%	149
2022 Q1	$706K	Sell	9,101 -437	-5%	-$33.1K	0.11%	158
2021 Q4	$772K	Buy	9,538 +1,802	+23%	+$140K	0.12%	144
2021 Q3	$569K	Buy	7,736 +198	+3%	+$15.1K	0.09%	164
2021 Q2	$555K	Sell	7,538 -60	-0.8%	-$4.33K	0.1%	165
2021 Q1	$526K	Sell	7,598 -58,570	-89%	-$3.96M	0.1%	160
2020 Q4	$4.49M	Buy	66,168 +4,617	+8%	+$304K	0.96%	28
2020 Q3	$3.92M	Buy	61,551 +12,776	+26%	+$811K	0.97%	27
2020 Q2	$2.96M	Buy	48,775 +8,802	+22%	+$522K	0.9%	21
2020 Q1	$2.16M	Sell	39,973 -43,171	-52%	-$2.74M	1.11%	18
2019 Q4	$5.46M	Sell	83,144 -25,442	-23%	-$1.63M	2.44%	9
2019 Q3	$6.81M	Buy	108,586 +3,795	+4%	+$240K	3.66%	3
2019 Q2	$6.59M	Buy	104,791 +22,036	+27%	+$1.32M	3.57%	4
2019 Q1	$4.87M	Sell	82,755 -51,027	-38%	-$2.86M	2.91%	7
2018 Q4	$7.01M	Buy	133,782 +7,218	+6%	+$397K	5.09%	3
2018 Q3	$7.22M	Buy	126,564 +17,171	+16%	+$957K	4.15%	3
2018 Q2	$5.82M	Buy	109,393 +9,047	+9%	+$476K	3.42%	4
2018 Q1	$5.21M	Buy	100,346 +18,758	+23%	+$993K	3.34%	4
2017 Q4	$4.31M	Sell	81,588 -15,344	-16%	-$796K	2.92%	5
2017 Q3	$4.88M	Buy	96,932 +24,105	+33%	+$1.2M	2.8%	4
2017 Q2	$3.56M	Buy	72,827 +21,030	+41%	+$1.02M	2.28%	7
2017 Q1	$2.47M	Buy	51,797 +47,957	+1,249%	+$2.25M	1.78%	9
2016 Q4	$174K	Buy	+3,840	New	+$171K	0.14%	124

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

Creative Financial Designs's USMV Position: Q2 2026 in Review

Creative Financial Designs reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 11% in Q2 2026, selling an estimated $14.8K and leaving 1,283 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #737.

Creative Financial Designs first reported a position in USMV in Q4 2016 and has held it in 39 quarters since. The position peaked at $7.22M in Q3 2018. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Creative Financial Designs held 1,283 shares of iShares MSCI USA Min Vol Factor ETF worth $124K as of Q2 2026.
Creative Financial Designs sold 156 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $14.8K.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #737 holding.
Creative Financial Designs first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2016 and has held it in 39 quarters since.
Creative Financial Designs's iShares MSCI USA Min Vol Factor ETF position peaked at $7.22M in Q3 2018.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.