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Cassilly Financial Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Cassilly Financial Group’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 		– Sell
-2,194
Closed -$203K – 78
2026
Q1 		$203K Buy
+2,194
New +$208K 0.18% 64

Other funds holding USMV

Fidelity Investments
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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

Cassilly Financial Group's USMV Position: Q2 2026 in Review

Cassilly Financial Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 2,194 shares — an estimated $203K sold.

Cassilly Financial Group first reported a position in USMV in Q1 2026 and held it in 1 quarter. The position peaked at $203K in Q1 2026. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Cassilly Financial Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Cassilly Financial Group sold 2,194 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $203K.
  • Cassilly Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2026 and held it in 1 quarter.
  • Cassilly Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $203K in Q1 2026.
  • 1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Cassilly Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.