Creative Planning
USMV icon

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

Creative Planning’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 		$30.4M Buy
327,516
+77,206
+31% +$7.33M 0.02% 310
2025
Q4 		$23.6M Sell
250,310
-13,356
-5% -$1.26M 0.02% 324
2025
Q3 		$25.1M Sell
263,666
-2,872
-1% -$269K 0.02% 308
2025
Q2 		$25M Buy
266,538
+10,825
+4% +$996K 0.02% 292
2025
Q1 		$24M Buy
255,713
+47,350
+23% +$4.36M 0.02% 286
2024
Q4 		$18.5M Sell
208,363
-1,187
-0.6% -$109K 0.02% 312
2024
Q3 		$19.1M Sell
209,550
-595
-0.3% -$52.5K 0.02% 295
2024
Q2 		$17.6M Buy
210,145
+1,286
+0.6% +$106K 0.02% 289
2024
Q1 		$17.5M Buy
208,859
+6,428
+3% +$519K 0.02% 294
2023
Q4 		$15.8M Sell
202,431
-22,364
-10% -$1.67M 0.03% 291
2023
Q3 		$16.3M Sell
224,795
-5,262
-2% -$392K 0.02% 270
2023
Q2 		$17.1M Sell
230,057
-1,961
-0.8% -$143K 0.02% 249
2023
Q1 		$16.9M Sell
232,018
-6,231
-3% -$448K 0.02% 242
2022
Q4 		$17.2M Buy
238,249
+7,775
+3% +$553K 0.03% 234
2022
Q3 		$15.2M Sell
230,474
-36,556
-14% -$2.64M 0.03% 223
2022
Q2 		$18.7M Buy
267,030
+3,796
+1% +$278K 0.03% 205
2022
Q1 		$20.4M Sell
263,234
-3,661
-1% -$277K 0.03% 199
2021
Q4 		$21.6M Sell
266,895
-18,955
-7% -$1.47M 0.03% 176
2021
Q3 		$21M Buy
285,850
+1,639
+0.6% +$125K 0.04% 173
2021
Q2 		$20.9M Sell
284,211
-16,563
-6% -$1.2M 0.04% 169
2021
Q1 		$20.8M Buy
300,774
+49,363
+20% +$3.34M 0.04% 171
2020
Q4 		$17.1M Sell
251,411
-3,987
-2% -$262K 0.04% 181
2020
Q3 		$16.3M Buy
255,398
+228,617
+854% +$14.5M 0.04% 159
2020
Q2 		$1.62M Sell
26,781
-5,372
-17% -$319K ﹤0.01% 568
2020
Q1 		$1.74M Sell
32,153
-8,605
-21% -$546K 0.01% 471
2019
Q4 		$2.67M Sell
40,758
-4,800
-11% -$308K 0.01% 426
2019
Q3 		$2.92M Buy
45,558
+17,364
+62% +$1.1M 0.01% 400
2019
Q2 		$1.74M Sell
28,194
-1,090
-4% -$65.4K 0.01% 544
2019
Q1 		$1.72M Buy
29,284
+3,490
+14% +$195K 0.01% 517
2018
Q4 		$1.35M Buy
25,794
+2,317
+10% +$127K 0.01% 544
2018
Q3 		$1.34M Buy
23,477
+1,359
+6% +$75.7K 0.01% 630
2018
Q2 		$1.18M Buy
22,118
+2,398
+12% +$126K ﹤0.01% 666
2018
Q1 		$1.02M Sell
19,720
-184
-0.9% -$9.74K ﹤0.01% 724
2017
Q4 		$1.05M Sell
19,904
-127
-0.6% -$6.59K ﹤0.01% 708
2017
Q3 		$1.01M Sell
20,031
-620
-3% -$30.9K ﹤0.01% 715
2017
Q2 		$1.01M Sell
20,651
-7,660
-27% -$373K 0.01% 690
2017
Q1 		$1.35M Buy
28,311
+11,182
+65% +$524K 0.01% 561
2016
Q4 		$775K Sell
17,129
-19,186
-53% -$856K ﹤0.01% 725
2016
Q3 		$1.65M Buy
36,315
+27,200
+298% +$1.26M 0.01% 433
2016
Q2 		$421K Buy
9,115
+6,510
+250% +$289K ﹤0.01% 858
2016
Q1 		$114K Buy
2,605
+575
+28% +$23.9K ﹤0.01% 1547
2015
Q4 		$85K Buy
2,030
+830
+69% +$34.6K ﹤0.01% 1739
2015
Q3 		$48K Buy
+1,200
New +$49.1K ﹤0.01% 2075
2015
Q2 		– Sell
-1,305
Closed -$54K – 2933
2015
Q1 		$54K Sell
1,305
-203
-13% -$8.36K ﹤0.01% 1982
2014
Q4 		$61K Buy
1,508
+500
+50% +$19.7K ﹤0.01% 1872
2014
Q3 		$38K Sell
1,008
-2,200
-69% -$82.7K ﹤0.01% 2114
2014
Q2 		$119K Buy
+3,208
New +$117K ﹤0.01% 1331
2014
Q1 		– Sell
-600
Closed -$21K – 3762
2013
Q4 		$21K Sell
600
-25
-4% -$867 ﹤0.01% 2162
2013
Q3 		$21K Buy
+625
New +$20.9K ﹤0.01% 2075

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

Creative Planning's USMV Position: Q1 2026 in Review

Creative Planning increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 31% in Q1 2026, buying an estimated $7.33M and bringing the position to 327,516 shares worth $30.4M. The position accounts for 0.02% of the portfolio, ranked #310.

Creative Planning first reported a position in USMV in Q3 2013 and has held it in 49 quarters since. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Creative Planning held 327,516 shares of iShares MSCI USA Min Vol Factor ETF worth $30.4M as of Q1 2026.
  • Creative Planning bought 77,206 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $7.33M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.02% of Creative Planning's portfolio in Q1 2026, its #310 holding.
  • Creative Planning first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2013 and has held it in 49 quarters since.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.