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 Q2	$3.46M	Sell	35,834 -2,340	-6%	-$222K	0.78%	20
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 $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

Cardinal Strategic Wealth Guidance's USMV Position: Q2 2026 in Review

Cardinal Strategic Wealth Guidance reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 6.1% in Q2 2026, selling an estimated $222K and leaving 35,834 shares worth $3.46M. The position accounts for 0.78% of the portfolio, ranked #20.

Cardinal Strategic Wealth Guidance first reported a position in USMV in Q4 2019 and has held it in 27 quarters since. The position peaked at $15.1M in Q4 2020. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Cardinal Strategic Wealth Guidance held 35,834 shares of iShares MSCI USA Min Vol Factor ETF worth $3.46M as of Q2 2026.
Cardinal Strategic Wealth Guidance sold 2,340 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $222K.
iShares MSCI USA Min Vol Factor ETF made up 0.78% of Cardinal Strategic Wealth Guidance's portfolio in Q2 2026, its #20 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 27 quarters since.
Cardinal Strategic Wealth Guidance's iShares MSCI USA Min Vol Factor ETF position peaked at $15.1M in Q4 2020.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q2 2026, filed 30 Jul 2026.