Cadence Bank’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Cadence Bank’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
2025 Q4	$206K	Sell	2,184 -138	-6%	-$13K	0.01%	324
2025 Q3	$221K	Sell	2,322 -117	-5%	-$11K	0.01%	315
2025 Q2	$229K	Sell	2,439 -251	-9%	-$23.1K	0.02%	309
2025 Q1	$252K	Sell	2,690 -29	-1%	-$2.67K	0.02%	294
2024 Q4	$241K	Sell	2,719 -130	-5%	-$11.9K	0.02%	303
2024 Q3	$260K	Sell	2,849 -309	-10%	-$27.2K	0.02%	294
2024 Q2	$265K	Sell	3,158 -396	-11%	-$32.6K	0.02%	259
2024 Q1	$297K	Sell	3,554 -817	-19%	-$65.9K	0.02%	280
2023 Q4	$341K	Buy	4,371 +1,150	+36%	+$85.8K	0.03%	263
2023 Q3	$233K	Buy	+3,221	New	+$240K	0.02%	302
2023 Q1	–	Sell	-3,338	Closed	-$241K	–	351
2022 Q4	$241K	Sell	3,338 -12	-0.4%	-$854	0.02%	303
2022 Q3	$221K	Buy	+3,350	New	+$242K	0.02%	303

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

BlackRock New York $5.72T AUM 30.48% 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

Cadence Bank's USMV Position: Q4 2025 in Review

Cadence Bank reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 5.9% in Q4 2025, selling an estimated $13K and leaving 2,184 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #324.

Cadence Bank first reported a position in USMV in Q3 2022 and has held it in 12 quarters since. The position peaked at $341K in Q4 2023. 1,373 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

Cadence Bank held 2,184 shares of iShares MSCI USA Min Vol Factor ETF worth $206K as of Q4 2025.
Cadence Bank sold 138 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $13K.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Cadence Bank's portfolio in Q4 2025, its #324 holding.
Cadence Bank first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2022 and has held it in 12 quarters since.
Cadence Bank's iShares MSCI USA Min Vol Factor ETF position peaked at $341K in Q4 2023.
1,373 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.