CFG Wealth Management Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

CFG Wealth Management Services’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	-1,429	Closed	-$133K	–	141
2026 Q1	$133K	Hold	1,429	–	–	0.12%	67
2025 Q4	$135K	Buy	+1,429	New	+$135K	0.12%	65

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

CFG Wealth Management Services's USMV Position: Q2 2026 in Review

CFG Wealth Management Services sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 1,429 shares — an estimated $133K sold.

CFG Wealth Management Services first reported a position in USMV in Q4 2025 and held it in 2 quarters. The position peaked at $135K in Q4 2025. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

CFG Wealth Management Services reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
CFG Wealth Management Services sold 1,429 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $133K.
CFG Wealth Management Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and held it in 2 quarters.
CFG Wealth Management Services's iShares MSCI USA Min Vol Factor ETF position peaked at $135K in Q4 2025.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on CFG Wealth Management Services's 13F filing for Q2 2026, filed 15 Jul 2026.