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Cahill Financial Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Cahill Financial Advisors’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 		$257K Buy
2,669
+8
+0.3% +$759 0.02% 269
2026
Q1 		$247K Buy
2,661
+74
+3% +$7.03K 0.03% 261
2025
Q4 		$244K Sell
2,587
-5
-0.2% -$471 0.03% 264
2025
Q3 		$247K Buy
2,592
+11
+0.4% +$1.03K 0.03% 262
2025
Q2 		$242K Buy
2,581
+17
+0.7% +$1.56K 0.03% 251
2025
Q1 		$240K Sell
2,564
-1,170
-31% -$108K 0.03% 236
2024
Q4 		$332K Sell
3,734
-20
-0.5% -$1.83K 0.04% 204
2024
Q3 		$343K Buy
3,754
+359
+11% +$31.6K 0.05% 198
2024
Q2 		$285K Sell
3,395
-490
-13% -$40.4K 0.04% 219
2024
Q1 		$325K Sell
3,885
-643
-14% -$51.9K 0.04% 206
2023
Q4 		$353K Sell
4,528
-361
-7% -$26.9K 0.05% 187
2023
Q3 		$354K Sell
4,889
-6,393
-57% -$477K 0.06% 183
2023
Q2 		$839K Sell
11,282
-95
-0.8% -$6.94K 0.14% 126
2023
Q1 		$828K Sell
11,377
-63
-0.6% -$4.53K 0.15% 126
2022
Q4 		$825K Sell
11,440
-125
-1% -$8.89K 0.16% 126
2022
Q3 		$765K Buy
11,565
+277
+2% +$20K 0.16% 125
2022
Q2 		$792K Sell
11,288
-364
-3% -$26.6K 0.17% 119
2022
Q1 		$904K Sell
11,652
-1,357
-10% -$103K 0.17% 119
2021
Q4 		$1.05M Buy
13,009
+4,735
+57% +$367K 0.2% 106
2021
Q3 		$608K Sell
8,274
-122,844
-94% -$9.36M 0.12% 143
2021
Q2 		$1.5M Sell
131,118
-37,319
-22% -$2.7M 0.34% 70
2021
Q1 		$4.47M Sell
168,437
-6,283
-4% -$425K 1.09% 19
2020
Q4 		$4.81M Buy
174,720
+102,935
+143% +$6.78M 1.21% 17
2020
Q3 		$4.58M Sell
71,785
-723
-1% -$45.9K 1.65% 12
2020
Q2 		$4.4M Buy
72,508
+20,321
+39% +$1.21M 1.7% 12
2020
Q1 		$2.82M Buy
52,187
+438
+0.8% +$27.8K 1.31% 20
2019
Q4 		$3.4M Buy
51,749
+6,267
+14% +$402K 1.23% 19
2019
Q3 		$2.92M Buy
45,482
+22,209
+95% +$1.41M 1.13% 20
2019
Q2 		$1.44M Buy
+23,273
New +$1.4M 0.57% 51

Other funds holding USMV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cahill Financial Advisors's USMV Position: Q2 2026 in Review

Cahill Financial Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.3% in Q2 2026, buying an estimated $759 and bringing the position to 2,669 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #269.

Cahill Financial Advisors first reported a position in USMV in Q2 2019 and has held it in 29 quarters since. The position peaked at $4.81M in Q4 2020. 1,109 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Cahill Financial Advisors held 2,669 shares of iShares MSCI USA Min Vol Factor ETF worth $257K as of Q2 2026.
  • Cahill Financial Advisors bought 8 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $759.
  • iShares MSCI USA Min Vol Factor ETF made up 0.02% of Cahill Financial Advisors's portfolio in Q2 2026, its #269 holding.
  • Cahill Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2019 and has held it in 29 quarters since.
  • Cahill Financial Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $4.81M in Q4 2020.
  • 1,109 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.