Canandaigua National Corp’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Canandaigua National Corp’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	$394K	Buy	+4,249	New	+$404K	0.04%	252

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Canandaigua National Corp's USMV Position: Q1 2026 in Review

Canandaigua National Corp opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026: 4,249 shares worth $394K. The stake represents 0.04% of the portfolio and ranks #252 among its holdings.

1,360 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Canandaigua National Corp held 4,249 shares of iShares MSCI USA Min Vol Factor ETF worth $394K as of Q1 2026.
iShares MSCI USA Min Vol Factor ETF was a new Canandaigua National Corp position in Q1 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.04% of Canandaigua National Corp's portfolio in Q1 2026, its #252 holding.
1,360 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Canandaigua National Corp's 13F filing for Q1 2026, filed 8 Apr 2026.