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Cypress Wealth Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Cypress Wealth Services’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 		$525K Sell
5,444
-1,936
-26% -$184K 0.06% 230
2026
Q1 		$684K Sell
7,380
-255
-3% -$24.2K 0.1% 170
2025
Q4 		$719K Sell
7,635
-8,368
-52% -$788K 0.1% 159
2025
Q3 		$1.52M Sell
16,003
-165
-1% -$15.5K 0.25% 76
2025
Q2 		$1.52M Sell
16,168
-456
-3% -$42K 0.27% 71
2025
Q1 		$1.56M Sell
16,624
-1,683
-9% -$155K 0.32% 66
2024
Q4 		$1.63M Sell
18,307
-423
-2% -$38.8K 0.33% 61
2024
Q3 		$1.71M Sell
18,730
-4,352
-19% -$384K 0.35% 57
2024
Q2 		$1.94M Sell
23,082
-3,709
-14% -$306K 0.43% 54
2024
Q1 		$2.24M Sell
26,791
-21,555
-45% -$1.74M 0.52% 46
2023
Q4 		$3.77M Sell
48,346
-25,290
-34% -$1.89M 0.94% 23
2023
Q3 		$5.33M Sell
73,636
-5,017
-6% -$374K 1.48% 12
2023
Q2 		$5.85M Buy
78,653
+9,762
+14% +$713K 1.54% 12
2023
Q1 		$5.01M Buy
68,891
+12,398
+22% +$891K 1.47% 15
2022
Q4 		$4.07M Buy
56,493
+4,779
+9% +$340K 1.31% 16
2022
Q3 		$3.43M Buy
51,714
+14,380
+39% +$1.04M 1.17% 20
2022
Q2 		$2.62M Buy
37,334
+678
+2% +$49.6K 0.84% 28
2022
Q1 		$2.84M Buy
36,656
+1,168
+3% +$88.4K 0.77% 31
2021
Q4 		$2.87M Buy
35,488
+5,462
+18% +$423K 0.79% 34
2021
Q3 		$2.21M Sell
30,026
-17,510
-37% -$1.33M 0.66% 41
2021
Q2 		$3.5M Sell
47,536
-18,220
-28% -$1.32M 0.96% 29
2021
Q1 		$4.55M Sell
65,756
-11,348
-15% -$767K 0.95% 30
2020
Q4 		$5.23M Buy
+77,104
New +$5.08M 1.17% 23
2020
Q3 		– Sell
-72,997
Closed -$4.63M – 480
2020
Q2 		$4.43M Sell
72,997
-11,817
-14% -$701K 1.05% 21
2020
Q1 		$4.58M Buy
84,814
+6,874
+9% +$436K 1.35% 14
2019
Q4 		$5.11M Buy
77,940
+9,813
+14% +$630K 1.29% 20
2019
Q3 		$4.37M Buy
68,127
+30,912
+83% +$1.96M 1.2% 21
2019
Q2 		$2.3M Buy
37,215
+14,197
+62% +$852K 0.66% 47
2019
Q1 		$1.35M Buy
23,018
+13,140
+133% +$736K 0.43% 68
2018
Q4 		$518K Buy
9,878
+75
+0.8% +$4.12K 0.21% 107
2018
Q3 		$559K Sell
9,803
-30
-0.3% -$1.67K 0.2% 113
2018
Q2 		$523K Buy
+9,833
New +$517K 0.2% 114

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

Cypress Wealth Services's USMV Position: Q2 2026 in Review

Cypress Wealth Services reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 26% in Q2 2026, selling an estimated $184K and leaving 5,444 shares worth $525K. The position accounts for 0.06% of the portfolio, ranked #230.

Cypress Wealth Services first reported a position in USMV in Q2 2018 and has held it in 32 quarters since. The position peaked at $5.85M in Q2 2023. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Cypress Wealth Services held 5,444 shares of iShares MSCI USA Min Vol Factor ETF worth $525K as of Q2 2026.
  • Cypress Wealth Services sold 1,936 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $184K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.06% of Cypress Wealth Services's portfolio in Q2 2026, its #230 holding.
  • Cypress Wealth Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2018 and has held it in 32 quarters since.
  • Cypress Wealth Services's iShares MSCI USA Min Vol Factor ETF position peaked at $5.85M in Q2 2023.
  • 1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.