Cyndeo Wealth Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Cyndeo Wealth Partners’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	32,856 -451	-1%	-$42.8K	0.15%	150
2026 Q1	$3.09M	Buy	33,307 +516	+2%	+$49K	0.16%	139
2025 Q4	$3.09M	Sell	32,791 -1,065	-3%	-$100K	0.17%	130
2025 Q3	$3.22M	Sell	33,856 -1,255	-4%	-$118K	0.18%	133
2025 Q2	$3.3M	Sell	35,111 -2,227	-6%	-$205K	0.2%	127
2025 Q1	$3.5M	Buy	37,338 +1,803	+5%	+$166K	0.23%	118
2024 Q4	$3.16M	Sell	35,535 -5,482	-13%	-$503K	0.21%	122
2024 Q3	$3.75M	Sell	41,017 -10,586	-21%	-$933K	0.26%	106
2024 Q2	$4.33M	Sell	51,603 -16,163	-24%	-$1.33M	0.34%	86
2024 Q1	$5.66M	Sell	67,766 -3,712	-5%	-$300K	0.47%	65
2023 Q4	$5.58M	Buy	+71,478	New	+$5.33M	0.52%	54

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

Cyndeo Wealth Partners's USMV Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.4% in Q2 2026, selling an estimated $42.8K and leaving 32,856 shares worth $3.17M. The position accounts for 0.15% of the portfolio, ranked #150.

Cyndeo Wealth Partners first reported a position in USMV in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.66M in Q1 2024. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Cyndeo Wealth Partners held 32,856 shares of iShares MSCI USA Min Vol Factor ETF worth $3.17M as of Q2 2026.
Cyndeo Wealth Partners sold 451 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $42.8K.
iShares MSCI USA Min Vol Factor ETF made up 0.15% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #150 holding.
Cyndeo Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
Cyndeo Wealth Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $5.66M in Q1 2024.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.