CX Institutional’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $3.17M | Sell |
32,577
-264
| -0.8% | -$26.2K | 0.09% | 204 |
|
|
2026
Q2 | $3.17M | Sell |
32,841
-893
| -3% | -$84.7K | 0.09% | 200 |
|
|
2026
Q1 | $3.13M | Sell |
33,734
-1,656
| -5% | -$157K | 0.1% | 209 |
|
|
2025
Q4 | $3.33M | Sell |
35,390
-772
| -2% | -$72.7K | 0.1% | 165 |
|
|
2025
Q3 | $3.44M | Buy |
36,162
+640
| +2% | +$59.9K | 0.1% | 160 |
|
|
2025
Q2 | $3.33M | Sell |
35,522
-1,235
| -3% | -$114K | 0.12% | 162 |
|
|
2025
Q1 | $3.44M | Sell |
36,757
-1,840
| -5% | -$169K | 0.13% | 143 |
|
|
2024
Q4 | $3.43M | Sell |
38,597
-2,839
| -7% | -$260K | 0.14% | 150 |
|
|
2024
Q3 | $3.78M | Sell |
41,436
-292
| -0.7% | -$25.7K | 0.17% | 159 |
|
|
2024
Q2 | $3.5M | Sell |
41,728
-327
| -0.8% | -$26.9K | 0.16% | 144 |
|
|
2024
Q1 | $3.51M | Sell |
42,055
-28
| -0.1% | -$2.26K | 0.17% | 145 |
|
|
2023
Q4 | $3.28M | Sell |
42,083
-34,909
| -45% | -$2.6M | 0.18% | 157 |
|
|
2023
Q3 | $5.57M | Sell |
76,992
-236,796
| -75% | -$17.7M | 0.31% | 85 |
|
|
2023
Q2 | $23.3M | Sell |
313,788
-17,307
| -5% | -$1.26M | 1.21% | 12 |
|
|
2023
Q1 | $24.1M | Buy |
331,095
+44,545
| +16% | +$3.2M | 1.29% | 10 |
|
|
2022
Q4 | $20.7M | Sell |
286,550
-63,085
| -18% | -$4.49M | 1.26% | 14 |
|
|
2022
Q3 | $23.1M | Sell |
349,635
-280,475
| -45% | -$20.2M | 1.6% | 7 |
|
|
2022
Q2 | $44.2M | Buy |
630,110
+535,415
| +565% | +$39.2M | 3.34% | 2 |
|
|
2022
Q1 | $7.34M | Sell |
94,695
-10,067
| -10% | -$762K | 0.59% | 43 |
|
|
2021
Q4 | $8.48M | Sell |
104,762
-16,248
| -13% | -$1.26M | 0.67% | 36 |
|
|
2021
Q3 | $8.89M | Sell |
121,010
-1,035
| -0.8% | -$78.8K | 0.73% | 31 |
|
|
2021
Q2 | $8.98M | Sell |
122,045
-121,092
| -50% | -$8.75M | 0.74% | 33 |
|
|
2021
Q1 | $16.8M | Sell |
243,137
-234
| -0.1% | -$15.8K | 1.5% | 9 |
|
|
2020
Q4 | $16.5M | Sell |
243,371
-2,412
| -1% | -$159K | 1.59% | 6 |
|
|
2020
Q3 | $15.7M | Sell |
245,783
-197,100
| -45% | -$12.5M | 1.69% | 7 |
|
|
2020
Q2 | $26.9M | Buy |
442,883
+175,665
| +66% | +$10.4M | 3.53% | 5 |
|
|
2020
Q1 | $14.4M | Buy |
267,218
+200,534
| +301% | +$12.7M | 2.35% | 9 |
|
|
2019
Q4 | $4.37M | Sell |
66,684
-59,631
| -47% | -$3.83M | 0.76% | 34 |
|
|
2019
Q3 | $8.1M | Sell |
126,315
-10,296
| -8% | -$652K | 1.31% | 22 |
|
|
2019
Q2 | $8.43M | Buy |
136,611
+15,333
| +13% | +$920K | 1.34% | 22 |
|
|
2019
Q1 | $7.13M | Sell |
121,278
-18,075
| -13% | -$1.01M | 1.26% | 22 |
|
|
2018
Q4 | $7.3M | Buy |
139,353
+66,937
| +92% | +$3.68M | 1.54% | 20 |
|
|
2018
Q3 | $4.13M | Buy |
72,416
+1,638
| +2% | +$91.3K | 1.37% | 26 |
|
|
2018
Q2 | $3.76M | Buy |
+70,778
| New | +$3.72M | 1.39% | 27 |
|
Other funds holding USMV
TWM
CX Institutional's USMV Position: Q3 2026 in Review
CX Institutional reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.8% in Q3 2026, selling an estimated $26.2K and leaving 32,577 shares worth $3.17M. The position accounts for 0.09% of the portfolio, ranked #204.
CX Institutional first reported a position in USMV in Q2 2018 and has held it in 34 quarters since. The position peaked at $44.2M in Q2 2022. 350 funds tracked by Wall St. Rank hold USMV as of Q3 2026.
- CX Institutional held 32,577 shares of iShares MSCI USA Min Vol Factor ETF worth $3.17M as of Q3 2026.
- CX Institutional sold 264 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $26.2K.
- iShares MSCI USA Min Vol Factor ETF made up 0.09% of CX Institutional's portfolio in Q3 2026, its #204 holding.
- CX Institutional first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2018 and has held it in 34 quarters since.
- CX Institutional's iShares MSCI USA Min Vol Factor ETF position peaked at $44.2M in Q2 2022.
- 350 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.
Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.