F.L. Putnam Investment Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

F.L. Putnam 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 Q2	$575K	Buy	5,938 +250	+4%	+$23.7K	0.01%	445
2026 Q1	$528K	Hold	5,688	–	–	0.01%	410
2025 Q4	$536K	Buy	5,688 +2,540	+81%	+$239K	0.01%	410
2025 Q3	$300K	Hold	3,148	–	–	﹤0.01%	503
2025 Q2	$296K	Buy	3,148 +183	+6%	+$16.8K	0.01%	502
2025 Q1	$278K	Hold	2,965	–	–	0.01%	505
2024 Q4	$263K	Buy	2,965 +123	+4%	+$11.3K	﹤0.01%	510
2024 Q3	$260K	Sell	2,842 -483	-15%	-$42.6K	﹤0.01%	516
2024 Q2	$279K	Buy	3,325 +169	+5%	+$13.9K	0.01%	497
2024 Q1	$264K	Buy	3,156 +542	+21%	+$43.7K	0.01%	433
2023 Q4	$204K	Sell	2,614 -255	-9%	-$19K	﹤0.01%	460
2023 Q3	$208K	Buy	2,869 +39	+1%	+$2.91K	0.01%	444
2023 Q2	$210K	Buy	+2,830	New	+$207K	0.01%	454
2021 Q1	–	Sell	-11,201	Closed	-$760K	–	372
2020 Q4	$760K	Sell	11,201 -2,213	-16%	-$146K	0.04%	193
2020 Q3	$855K	Buy	13,414 +1,849	+16%	+$117K	0.05%	162
2020 Q2	$701K	Buy	11,565 +126	+1%	+$7.48K	0.04%	173
2020 Q1	$618K	Buy	+11,439	New	+$726K	0.05%	174

Other funds holding USMV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

F.L. Putnam Investment Management's USMV Position: Q2 2026 in Review

F.L. Putnam Investment Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 4.4% in Q2 2026, buying an estimated $23.7K and bringing the position to 5,938 shares worth $575K. The position accounts for 0.01% of the portfolio, ranked #445.

F.L. Putnam Investment Management first reported a position in USMV in Q1 2020 and has held it in 17 quarters since. The position peaked at $855K in Q3 2020. 1,013 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

F.L. Putnam Investment Management held 5,938 shares of iShares MSCI USA Min Vol Factor ETF worth $575K as of Q2 2026.
F.L. Putnam Investment Management bought 250 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $23.7K.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #445 holding.
F.L. Putnam Investment Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2020 and has held it in 17 quarters since.
F.L. Putnam Investment Management's iShares MSCI USA Min Vol Factor ETF position peaked at $855K in Q3 2020.
1,013 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.