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 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 $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cynosure Group's USMV Position: Q1 2026 in Review

Cynosure Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.27% in Q1 2026, buying an estimated $3.99K and bringing the position to 15,854 shares worth $1.47M. The position accounts for 0.18% of the portfolio, ranked #47.

Cynosure Group first reported a position in USMV in Q2 2023 and has held it in 11 quarters since. The position peaked at $4.04M in Q3 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Cynosure Group held 15,854 shares of iShares MSCI USA Min Vol Factor ETF worth $1.47M as of Q1 2026.
Cynosure Group bought 42 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $3.99K.
iShares MSCI USA Min Vol Factor ETF made up 0.18% of Cynosure Group's portfolio in Q1 2026, its #47 holding.
Cynosure Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2023 and has held it in 11 quarters since.
Cynosure Group's iShares MSCI USA Min Vol Factor ETF position peaked at $4.04M in Q3 2025.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.