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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
2020
Q4 		– Sell
-74,978
Closed -$4.78M – 495
2020
Q3 		$4.78M Buy
+74,978
New +$4.76M 1.22% 20

Other funds holding USMV

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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 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. 589 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.
  • 589 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.