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CX Institutional’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

CX Institutional’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 		$3.17M 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 		$8.47M 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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

CX Institutional's USMV Position: Q2 2026 in Review

CX Institutional reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.6% in Q2 2026, selling an estimated $84.7K and leaving 32,841 shares worth $3.17M. The position accounts for 0.09% of the portfolio, ranked #200.

CX Institutional first reported a position in USMV in Q2 2018 and has held it in 33 quarters since. The position peaked at $44.2M in Q2 2022. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • CX Institutional held 32,841 shares of iShares MSCI USA Min Vol Factor ETF worth $3.17M as of Q2 2026.
  • CX Institutional sold 893 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $84.7K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.09% of CX Institutional's portfolio in Q2 2026, its #200 holding.
  • CX Institutional first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2018 and has held it in 33 quarters since.
  • CX Institutional's iShares MSCI USA Min Vol Factor ETF position peaked at $44.2M in Q2 2022.
  • 1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.