iShares Trust - iShares MSCI USA Min Vol Factor ETF
MX ˙ BMV ˙ US46429B6974
SecurityMX:USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
InstitutionCfm Wealth Partners Llc
Latest Disclosed Ownership58,971 shares
Latest Disclosed Value $ 5,468,971
Cfm Wealth Partners Llc reports 0.36% increase in ownership of USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF

On April 21, 2026 - Cfm Wealth Partners Llc filed a 13F-HR form disclosing ownership of 58,971 shares of iShares Trust - iShares MSCI USA Min Vol Factor ETF (MX:USMV) valued at $5,468,971 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 58,758 shares of iShares Trust - iShares MSCI USA Min Vol Factor ETF. This represents a change in shares of 0.36% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-21 2026-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 58,971 213 0.36 5,469 -1.16 0.8196
2026-01-27 2025-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 58,758 514 0.88 5,533 -0.16 0.7986
2025-11-03 2025-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 58,244 1,034 1.81 5,541 3.18 0.8045
2025-07-23 2025-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 57,210 3,247 6.02 5,370 6.25 0.8547
2025-04-25 2025-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 53,963 9 0.02 5,054 5.51 0.8913
2025-01-24 2024-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 53,954 1,735 3.32 4,791 0.46 0.8080
2024-10-23 2024-09-30 13F/A-1 ISHARES TR MSCI USA MIN VOL 46429B697 52,219 1,017 1.99 4,768 10.94 0.8328
2024-10-15 2024-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 51,404 202 4,296 0.8626
2024-07-18 2024-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 51,202 -202 -0.39 4,299 0.05 0.7897
2024-04-15 2024-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 51,404 -528 -1.02 4,296 6.02 0.8621
2024-01-12 2023-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 51,932 -572 -1.09 4,052 6.63 0.9166
2023-10-11 2023-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 52,504 2,124 4.22 3,800 1.50 0.9954
2023-07-14 2023-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 50,380 -777 -1.52 3,745 0.62 0.9093
2023-04-12 2023-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 51,157 -2,098 -3.94 3,721 -3.07 1.0031
2023-01-20 2022-12-31 13F/A-1 ISHARES TR MSCI USA MIN VOL Equity 46429B697 53,255 -557 -1.04 3,840 7.93 1.1495
2022-10-17 2022-09-30 13F ISHARES TR MSCI USA MIN VOL Exchange Traded Funds 46429B697 53,812 1,473 2.81 3,557 -3.21 1.1362
2022-07-12 2022-06-30 13F ISHARES TR MSCI USA MIN VOL Exchange Traded Funds 46429B697 52,339 -293 -0.56 3,675 -9.99 1.1031
2022-04-14 2022-03-31 13F ISHARES TR MSCI USA MIN VOL Exchange Traded Funds 46429B697 52,632 -1,865 -3.42 4,083 -15.50 0.9773
2022-01-21 2021-12-31 13F ISHARES TR MSCI USA MIN VOL Exchange Traded Funds 46429B697 54,497 -106 -0.19 4,832 20.41 1.0788
2021-10-25 2021-09-30 13F ISHARES TR MSCI USA MIN VOL Exchange Traded Funds 46429B697 54,603 -679 -1.23 4,013 -1.38 1.0092
2021-07-21 2021-06-30 13F ISHARES TR MSCI USA MIN VOL Exchange Traded Funds 46429B697 55,282 86 0.16 4,069 6.55 1.0805
2021-05-17 2021-03-31 13F ISHARES TR MSCI USA MIN VOL Exchange Traded Funds 46429B697 55,196 441 0.81 3,819 2.74 1.1517
2021-02-10 2020-12-31 13F ISHARES TR MSCI USA MIN VOL Equity 46429B697 54,755 1,395 2.61 3,717 9.32 1.1854
2020-11-10 2020-09-30 13F ISHARES TR MSCI USA MIN VOL Equity 46429B697 53,360 -2,279 -4.10 3,400 0.80 1.2403
2020-08-14 2020-06-30 13F ISHARES TR MSCI MIN VOL ETF Equity 46429B697 55,639 423 0.77 3,373 13.11 1.2818
2020-05-12 2020-03-31 13F ISHARES TR MSCI MIN VOL ETF Equity 46429B697 55,216 2,676 5.09 2,982 -15.69 1.3853
2020-01-30 2019-12-31 13F ISHARES TR MSCI MIN VOL ETF Equity 46429B697 52,540 52,540 3,537 1.3035
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.