Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Cambridge Investment Research 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 		$106M Sell
1,093,909
-242,961
-18% -$23.1M 0.24% 74
2026
Q1 		$124M Sell
1,336,870
-81,638
-6% -$7.75M 0.32% 45
2025
Q4 		$134M Buy
1,418,508
+244,905
+21% +$23.1M 0.35% 41
2025
Q3 		$112M Sell
1,173,603
-23,429
-2% -$2.19M 0.31% 49
2025
Q2 		$112M Sell
1,197,032
-102,575
-8% -$9.44M 0.34% 47
2025
Q1 		$122M Sell
1,299,607
-87,965
-6% -$8.1M 0.41% 35
2024
Q4 		$123M Sell
1,387,572
-74,437
-5% -$6.83M 0.41% 32
2024
Q3 		$133M Sell
1,462,009
-23,821
-2% -$2.1M 0.45% 26
2024
Q2 		$125M Buy
1,485,830
+245,541
+20% +$20.2M 0.46% 25
2024
Q1 		$104M Sell
1,240,289
-222,935
-15% -$18M 0.4% 36
2023
Q4 		$114M Sell
1,463,224
-38,607
-3% -$2.88M 0.49% 25
2023
Q3 		$109M Sell
1,501,831
-53,441
-3% -$3.98M 0.51% 28
2023
Q2 		$116M Sell
1,555,272
-101,568
-6% -$7.42M 0.53% 28
2023
Q1 		$121M Buy
1,656,840
+28,258
+2% +$2.03M 0.59% 20
2022
Q4 		$117M Sell
1,628,582
-9,452
-0.6% -$673K 0.61% 20
2022
Q3 		$108M Buy
1,638,034
+41,008
+3% +$2.96M 0.61% 19
2022
Q2 		$112M Buy
1,597,026
+95,094
+6% +$6.96M 0.6% 18
2022
Q1 		$117M Sell
1,501,932
-138,943
-8% -$10.5M 0.54% 23
2021
Q4 		$133M Buy
1,640,875
+43,487
+3% +$3.37M 0.59% 21
2021
Q3 		$117M Sell
1,597,388
-60,499
-4% -$4.61M 0.58% 19
2021
Q2 		$122M Sell
1,657,887
-46,102
-3% -$3.33M 0.58% 21
2021
Q1 		$118M Sell
1,703,989
-216,734
-11% -$14.7M 0.64% 18
2020
Q4 		$130M Sell
1,920,723
-11,669
-0.6% -$768K 0.76% 16
2020
Q3 		$123M Sell
1,932,392
-194,368
-9% -$12.3M 0.83% 15
2020
Q2 		$129M Sell
2,126,760
-11,370
-0.5% -$675K 0.97% 13
2020
Q1 		$115M Buy
2,138,130
+219,674
+11% +$13.9M 1.11% 12
2019
Q4 		$126M Buy
1,918,456
+93,992
+5% +$6.04M 0.97% 10
2019
Q3 		$117M Buy
1,824,464
+157,554
+9% +$9.98M 1.03% 12
2019
Q2 		$103M Buy
1,666,910
+165,232
+11% +$9.92M 0.95% 12
2019
Q1 		$88.3M Buy
1,501,678
+323,973
+28% +$18.1M 0.84% 12
2018
Q4 		$61.7M Buy
1,177,705
+163,957
+16% +$9.01M 0.68% 20
2018
Q3 		$57.8M Buy
1,013,748
+47,320
+5% +$2.64M 0.55% 25
2018
Q2 		$51.4M Sell
966,428
-3,284
-0.3% -$173K 0.54% 24
2018
Q1 		$50.4M Buy
969,712
+37,352
+4% +$1.98M 0.57% 24
2017
Q4 		$49.2M Sell
932,360
-18,538
-2% -$962K 0.58% 26
2017
Q3 		$47.9M Buy
950,898
+30,589
+3% +$1.53M 0.64% 21
2017
Q2 		$45M Buy
920,309
+38,881
+4% +$1.89M 0.66% 21
2017
Q1 		$42.1M Buy
881,428
+31,588
+4% +$1.48M 0.72% 20
2016
Q4 		$38.4M Sell
849,840
-420,739
-33% -$18.8M 0.72% 21
2016
Q3 		$57.7M Buy
1,270,579
+81,854
+7% +$3.79M 1.07% 9
2016
Q2 		$54.9M Sell
1,188,725
-2,888
-0.2% -$128K 1.16% 10
2016
Q1 		$52.3M Buy
1,191,613
+594,546
+100% +$24.7M 1.18% 10
2015
Q4 		$25M Buy
597,067
+117,041
+24% +$4.88M 0.59% 27
2015
Q3 		$19M Buy
480,026
+29,353
+7% +$1.2M 0.55% 35
2015
Q2 		$18.2M Buy
450,673
+110,216
+32% +$4.56M 0.5% 39
2015
Q1 		$14M Buy
340,457
+53,891
+19% +$2.22M 0.4% 50
2014
Q4 		$11.6M Buy
286,566
+34,638
+14% +$1.36M 0.36% 55
2014
Q3 		$9.49M Buy
251,928
+10,238
+4% +$385K 0.28% 74
2014
Q2 		$9M Buy
241,690
+1,818
+0.8% +$66.5K 0.31% 67
2014
Q1 		$8.65M Buy
239,872
+7,764
+3% +$275K 0.33% 64
2013
Q4 		$8.24M Buy
232,108
+8,300
+4% +$288K 0.34% 59
2013
Q3 		$7.44M Buy
223,808
+13,911
+7% +$465K 0.33% 68
2013
Q2 		$6.84M Buy
+209,897
New +$6.98M 0.35% 59

Other funds holding USMV

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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors's USMV Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 18% in Q2 2026, selling an estimated $23.1M and leaving 1,093,909 shares worth $106M. The position accounts for 0.24% of the portfolio, ranked #74.

Cambridge Investment Research Advisors first reported a position in USMV in Q2 2013 and has held it in 53 quarters since. The position peaked at $134M in Q4 2025. 556 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Cambridge Investment Research Advisors held 1,093,909 shares of iShares MSCI USA Min Vol Factor ETF worth $106M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 242,961 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $23.1M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.24% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #74 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2013 and has held it in 53 quarters since.
  • Cambridge Investment Research Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $134M in Q4 2025.
  • 556 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.