Cullen/Frost Bankers’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Cullen/Frost Bankers’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	$61.7K	Buy	+640	New	+$60.7K	﹤0.01%	828
2024 Q4	–	Sell	-625	Closed	-$57.1K	–	1454
2024 Q3	$57.1K	Hold	625	–	–	﹤0.01%	687
2024 Q2	$52.5K	Buy	625 +624	+62,400%	+$51.4K	﹤0.01%	672
2024 Q1	$80	Hold	1	–	–	﹤0.01%	992
2023 Q4	$75	Sell	1 -193	-99%	-$14.4K	﹤0.01%	1008
2023 Q3	$14K	Buy	+194	New	+$14.5K	﹤0.01%	897
2021 Q4	–	Sell	-1,100	Closed	-$81K	–	1333
2021 Q3	$81K	Hold	1,100	–	–	﹤0.01%	658
2021 Q2	$81K	Sell	1,100 -100	-8%	-$7.22K	﹤0.01%	674
2021 Q1	$83K	Buy	1,200 +100	+9%	+$6.76K	﹤0.01%	641
2020 Q4	$75K	Hold	1,100	–	–	﹤0.01%	625
2020 Q3	$70K	Hold	1,100	–	–	﹤0.01%	608
2020 Q2	$67K	Buy	+1,100	New	+$65.3K	﹤0.01%	608
2019 Q4	–	Sell	-1,150	Closed	-$74K	–	1094
2019 Q3	$74K	Hold	1,150	–	–	﹤0.01%	513
2019 Q2	$71K	Sell	1,150 -1	-0.1%	-$60	﹤0.01%	517
2019 Q1	$68K	Buy	+1,151	New	+$64.5K	﹤0.01%	524

Other funds holding USMV

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Cullen/Frost Bankers's USMV Position: Q2 2026 in Review

Cullen/Frost Bankers opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 640 shares worth $61.7K. The stake represents ﹤0.01% of the portfolio and ranks #828 among its holdings. This is a return to the name: Cullen/Frost Bankers previously reported a position in USMV as recently as Q3 2024.

Cullen/Frost Bankers first reported a position in USMV in Q1 2019 and has held it in 15 quarters since. The position peaked at $83K in Q1 2021. 538 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Cullen/Frost Bankers held 640 shares of iShares MSCI USA Min Vol Factor ETF worth $61.7K as of Q2 2026.
iShares MSCI USA Min Vol Factor ETF was a new Cullen/Frost Bankers position in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Cullen/Frost Bankers's portfolio in Q2 2026, its #828 holding.
Cullen/Frost Bankers first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2019 and has held it in 15 quarters since.
Cullen/Frost Bankers's iShares MSCI USA Min Vol Factor ETF position peaked at $83K in Q1 2021.
538 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Cullen/Frost Bankers's 13F filing for Q2 2026, filed 27 Jul 2026.