CPA
USMV icon

Cardiff Park Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Cardiff Park 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 		$1.02M Buy
10,538
+3
+0% +$285 0.08% 113
2026
Q1 		$977K Sell
10,535
-3,833
-27% -$364K 0.08% 121
2025
Q4 		$1.35M Sell
14,368
-522
-4% -$49.2K 0.11% 94
2025
Q3 		$1.42M Buy
14,890
+3
+0% +$281 0.11% 98
2025
Q2 		$1.4M Buy
14,887
+2
+0% +$184 0.12% 93
2025
Q1 		$1.39M Buy
14,885
+3
+0% +$276 0.13% 82
2024
Q4 		$1.32M Buy
14,882
+3
+0% +$275 0.13% 85
2024
Q3 		$1.36M Buy
14,879
+3
+0% +$264 0.12% 80
2024
Q2 		$1.25M Buy
14,876
+2
+0% +$165 0.12% 86
2024
Q1 		$1.24M Buy
14,874
+3
+0% +$242 0.12% 85
2023
Q4 		$1.16M Buy
14,871
+7
+0% +$522 0.13% 82
2023
Q3 		$1.08M Sell
14,864
-3,434
-19% -$256K 0.14% 79
2023
Q2 		$1.36M Buy
18,298
+16
+0.1% +$1.17K 0.17% 70
2023
Q1 		$1.33M Buy
18,282
+18
+0.1% +$1.29K 0.17% 68
2022
Q4 		$1.32M Buy
18,264
+3,854
+27% +$274K 0.18% 69
2022
Q3 		$952K Buy
14,410
+3,322
+30% +$240K 0.15% 87
2022
Q2 		$778K Buy
11,088
+13
+0.1% +$952 0.12% 100
2022
Q1 		$859K Buy
11,075
+154
+1% +$11.7K 0.12% 87
2021
Q4 		$884K Buy
+10,921
New +$846K 0.12% 87

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Cardiff Park Advisors's USMV Position: Q2 2026 in Review

Cardiff Park Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.03% in Q2 2026, buying an estimated $285 and bringing the position to 10,538 shares worth $1.02M. The position accounts for 0.08% of the portfolio, ranked #113.

Cardiff Park Advisors first reported a position in USMV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.42M in Q3 2025. 1,379 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Cardiff Park Advisors held 10,538 shares of iShares MSCI USA Min Vol Factor ETF worth $1.02M as of Q2 2026.
  • Cardiff Park Advisors bought 3 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $285.
  • iShares MSCI USA Min Vol Factor ETF made up 0.08% of Cardiff Park Advisors's portfolio in Q2 2026, its #113 holding.
  • Cardiff Park Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • Cardiff Park Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $1.42M in Q3 2025.
  • 1,379 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.