Cardinal Strategic Wealth Guidance’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Cardinal Strategic Wealth Guidance’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	$3.54M	Buy	38,174 +1,873	+5%	+$178K	0.93%	17
2025 Q4	$3.42M	Buy	36,301 +139	+0.4%	+$13.1K	0.89%	16
2025 Q3	$3.44M	Sell	36,162 -4,322	-11%	-$405K	0.93%	18
2025 Q2	$3.8M	Sell	40,484 -23	-0.1%	-$2.12K	1.1%	16
2025 Q1	$3.79M	Sell	40,507 -2,794	-6%	-$257K	1.21%	15
2024 Q4	$3.84M	Sell	43,301 -7,036	-14%	-$645K	1.23%	15
2024 Q3	$4.6M	Sell	50,337 -9,504	-16%	-$838K	1.5%	13
2024 Q2	$5.02M	Sell	59,841 -610	-1%	-$50.3K	1.81%	12
2024 Q1	$5.05M	Sell	60,451 -10,885	-15%	-$878K	1.9%	11
2023 Q4	$5.57M	Sell	71,336 -32,793	-31%	-$2.45M	2.21%	9
2023 Q3	$7.54M	Sell	104,129 -12,904	-11%	-$962K	3.49%	8
2023 Q2	$8.7M	Buy	117,033 +17,074	+17%	+$1.25M	3.86%	8
2023 Q1	$7.27M	Buy	99,959 +7,647	+8%	+$550K	3.37%	8
2022 Q4	$6.66M	Sell	92,312 -26,048	-22%	-$1.85M	3.2%	8
2022 Q3	$7.83M	Buy	118,360 +38,558	+48%	+$2.78M	4.16%	8
2022 Q2	$5.6M	Sell	79,802 -5,957	-7%	-$436K	2.86%	10
2022 Q1	$6.66M	Sell	85,759 -16,954	-17%	-$1.28M	3.05%	9
2021 Q4	$8.31M	Buy	102,713 +19,200	+23%	+$1.49M	3.87%	7
2021 Q3	$6.14M	Sell	83,513 -25,089	-23%	-$1.91M	3.21%	10
2021 Q2	$8M	Sell	108,602 -5,096	-4%	-$368K	4.21%	7
2021 Q1	$7.87M	Sell	113,698 -108,095	-49%	-$7.31M	4.61%	6
2020 Q4	$15.1M	Sell	221,793 -2,144	-1%	-$141K	8.93%	4
2020 Q3	$14.3M	Sell	223,937 -2,591	-1%	-$164K	10.09%	2
2020 Q2	$13.7M	Sell	226,528 -3,383	-1%	-$201K	10.21%	2
2020 Q1	$12.4M	Buy	229,911 +27,782	+14%	+$1.76M	11.39%	2
2019 Q4	$13.3M	Buy	+202,129	New	+$13M	11.4%	3

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 $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's USMV Position: Q1 2026 in Review

Cardinal Strategic Wealth Guidance increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 5.2% in Q1 2026, buying an estimated $178K and bringing the position to 38,174 shares worth $3.54M. The position accounts for 0.93% of the portfolio, ranked #17.

Cardinal Strategic Wealth Guidance first reported a position in USMV in Q4 2019 and has held it in 26 quarters since. The position peaked at $15.1M in Q4 2020. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Cardinal Strategic Wealth Guidance held 38,174 shares of iShares MSCI USA Min Vol Factor ETF worth $3.54M as of Q1 2026.
Cardinal Strategic Wealth Guidance bought 1,873 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $178K.
iShares MSCI USA Min Vol Factor ETF made up 0.93% of Cardinal Strategic Wealth Guidance's portfolio in Q1 2026, its #17 holding.
Cardinal Strategic Wealth Guidance first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 26 quarters since.
Cardinal Strategic Wealth Guidance's iShares MSCI USA Min Vol Factor ETF position peaked at $15.1M in Q4 2020.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2026, filed 20 Apr 2026.