Cynosure Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Cynosure Group’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	-15,854	Closed	-$1.47M	–	255
2026 Q1	$1.47M	Buy	15,854 +42	+0.3%	+$3.99K	0.18%	47
2025 Q4	$1.49M	Sell	15,812 -26,612	-63%	-$2.51M	0.15%	53
2025 Q3	$4.04M	Buy	42,424 +6,104	+17%	+$572K	0.44%	31
2025 Q2	$3.41M	Buy	36,320 +128	+0.4%	+$11.8K	0.39%	33
2025 Q1	$3.39M	Buy	36,192 +127	+0.4%	+$11.7K	0.47%	31
2024 Q4	$3.2M	Buy	+36,065	New	+$3.31M	0.48%	30
2024 Q3	–	Sell	-35,890	Closed	-$3.01M	–	411
2024 Q2	$3.01M	Buy	35,890 +6	+0%	+$494	0.48%	34
2024 Q1	$3M	Buy	35,884 +7	+0%	+$565	0.54%	31
2023 Q4	$2.8M	Buy	35,877 +17	+0%	+$1.27K	0.5%	50
2023 Q3	$2.6M	Sell	35,860 -5,722	-14%	-$427K	0.8%	38
2023 Q2	$3.09M	Buy	+41,582	New	+$3.04M	0.93%	32

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

Cynosure Group's USMV Position: Q2 2026 in Review

Cynosure Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 15,854 shares — an estimated $1.47M sold.

Cynosure Group first reported a position in USMV in Q2 2023 and held it in 11 quarters. The position peaked at $4.04M in Q3 2025. 1,377 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Cynosure Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Cynosure Group sold 15,854 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $1.47M.
Cynosure Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2023 and held it in 11 quarters.
Cynosure Group's iShares MSCI USA Min Vol Factor ETF position peaked at $4.04M in Q3 2025.
1,377 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Cynosure Group's 13F filing for Q2 2026, filed 5 Aug 2026.