Beese Fulmer Investment Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Beese Fulmer Investment Management’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	$226K	Hold	2,442	–	–	0.01%	387
2025 Q4	$230K	Hold	2,442	–	–	0.02%	356
2025 Q3	$232K	Hold	2,442	–	–	0.02%	270
2025 Q2	$229K	Hold	2,442	–	–	0.02%	269
2025 Q1	$229K	Hold	2,442	–	–	0.02%	223
2024 Q4	$217K	Hold	2,442	–	–	0.02%	213
2024 Q3	$223K	Hold	2,442	–	–	0.02%	214
2024 Q2	$205K	Hold	2,442	–	–	0.02%	213
2024 Q1	$204K	Buy	+2,442	New	+$197K	0.02%	216
2021 Q1	–	Sell	-5,082	Closed	-$345K	–	226
2020 Q4	$345K	Hold	5,082	–	–	0.04%	160
2020 Q3	$324K	Hold	5,082	–	–	0.05%	151
2020 Q2	$308K	Hold	5,082	–	–	0.05%	150
2020 Q1	$274K	Hold	5,082	–	–	0.05%	147
2019 Q4	$333K	Hold	5,082	–	–	0.05%	153
2019 Q3	$326K	Hold	5,082	–	–	0.05%	157
2019 Q2	$314K	Hold	5,082	–	–	0.06%	132
2019 Q1	$299K	Hold	5,082	–	–	0.06%	136
2018 Q4	$266K	Hold	5,082	–	–	0.06%	134
2018 Q3	$290K	Hold	5,082	–	–	0.06%	139
2018 Q2	$270K	Hold	5,082	–	–	0.06%	140
2018 Q1	$264K	Hold	5,082	–	–	0.06%	142
2017 Q4	$268K	Hold	5,082	–	–	0.06%	147
2017 Q3	$256K	Hold	5,082	–	–	0.06%	149
2017 Q2	$249K	Hold	5,082	–	–	0.06%	147
2017 Q1	$243K	Hold	5,082	–	–	0.06%	151
2016 Q4	$230K	Hold	5,082	–	–	0.06%	153
2016 Q3	$231K	Hold	5,082	–	–	0.06%	146
2016 Q2	$235K	Buy	+5,082	New	+$226K	0.07%	135

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

Beese Fulmer Investment Management's USMV Position: Q1 2026 in Review

Beese Fulmer Investment Management held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 2,442 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #387.

Beese Fulmer Investment Management first reported a position in USMV in Q2 2016 and has held it in 28 quarters since. The position peaked at $345K in Q4 2020. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Beese Fulmer Investment Management held 2,442 shares of iShares MSCI USA Min Vol Factor ETF worth $226K as of Q1 2026.
Beese Fulmer Investment Management left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #387 holding.
Beese Fulmer Investment Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2016 and has held it in 28 quarters since.
Beese Fulmer Investment Management's iShares MSCI USA Min Vol Factor ETF position peaked at $345K in Q4 2020.
1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.