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Family Capital Trust’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Family Capital Trust’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 		$74.2K Sell
769
-119
-13% -$11.3K 0.02% 68
2026
Q1 		$82.3K Buy
888
+68
+8% +$6.46K 0.03% 72
2025
Q4 		$77.2K Sell
820
-67,111
-99% -$6.32M 0.03% 69
2025
Q3 		$6.46M Sell
67,931
-3,946
-5% -$370K 2.16% 13
2025
Q2 		$6.75M Sell
71,877
-3,850
-5% -$354K 2.34% 14
2025
Q1 		$7.09M Sell
75,727
-4,589
-6% -$422K 2.54% 13
2024
Q4 		$7.13M Sell
80,316
-4,487
-5% -$412K 2.42% 11
2024
Q3 		$7.74M Sell
84,803
-188
-0.2% -$16.6K 2.49% 12
2024
Q2 		$7.14M Sell
84,991
-4,769
-5% -$393K 2.33% 11
2024
Q1 		$7.5M Sell
89,760
-936
-1% -$75.5K 2.57% 11
2023
Q4 		$7.08M Sell
90,696
-454
-0.5% -$33.9K 2.23% 12
2023
Q3 		$6.6M Sell
91,150
-519
-0.6% -$38.7K 2.34% 12
2023
Q2 		$6.81M Sell
91,669
-1,103
-1% -$80.6K 2.38% 11
2023
Q1 		$6.75M Sell
92,772
-177
-0.2% -$12.7K 2.61% 12
2022
Q4 		$6.7M Sell
92,949
-259
-0.3% -$18.4K 2.72% 10
2022
Q3 		$6.16M Sell
93,208
-872
-0.9% -$62.9K 2.82% 9
2022
Q2 		$6.6M Sell
94,080
-318
-0.3% -$23.3K 2.62% 10
2022
Q1 		$7.32M Sell
94,398
-615
-0.6% -$46.6K 2.38% 10
2021
Q4 		$7.69M Buy
95,013
+928
+1% +$71.9K 2.15% 11
2021
Q3 		$6.92M Buy
94,085
+23
+0% +$1.75K 1.97% 14
2021
Q2 		$6.92M Buy
94,062
+320
+0.3% +$23.1K 1.96% 14
2021
Q1 		$6.49M Buy
93,742
+178
+0.2% +$12K 2.03% 16
2020
Q4 		$6.35M Buy
93,564
+1,283
+1% +$84.5K 1.96% 13
2020
Q3 		$5.88M Sell
92,281
-1,560
-2% -$99K 1.92% 14
2020
Q2 		$5.69M Buy
93,841
+21
+0% +$1.25K 2.03% 11
2020
Q1 		$5.75M Sell
93,820
-314
-0.3% -$19.9K 2.25% 9
2019
Q4 		$6.17M Sell
94,134
-358
-0.4% -$23K 2.33% 7
2019
Q3 		$6.06M Sell
94,492
-563
-0.6% -$35.7K 2.48% 9
2019
Q2 		$5.87M Buy
95,055
+73,884
+349% +$4.44M 2.35% 9
2019
Q1 		$1.25M Buy
21,171
+13
+0.1% +$728 0.53% 30
2018
Q4 		$1.11M Sell
21,158
-401
-2% -$22K 0.53% 29
2018
Q3 		$1.23M Sell
21,559
-1,435
-6% -$80K 0.51% 30
2018
Q2 		$1.22M Sell
22,994
-920
-4% -$48.4K 0.54% 30
2018
Q1 		$1.24M Buy
23,914
+265
+1% +$14K 0.57% 28
2017
Q4 		$1.25M Sell
23,649
-320
-1% -$16.6K 0.59% 29
2017
Q3 		$1.21M Sell
23,969
-18
-0.1% -$898 0.61% 30
2017
Q2 		$1.17M Sell
23,987
-280
-1% -$13.6K 0.61% 30
2017
Q1 		$1.17M Sell
24,267
-2,350
-9% -$110K 0.62% 29
2016
Q4 		$1.2M Sell
26,617
-1,720
-6% -$76.8K 0.69% 28
2016
Q3 		$1.29M Sell
28,337
-90
-0.3% -$4.17K 0.73% 29
2016
Q2 		$1.31M Sell
28,427
-433
-2% -$19.2K 0.78% 28
2016
Q1 		$1.27M Buy
+28,860
New +$1.2M 0.74% 29

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

Family Capital Trust's USMV Position: Q2 2026 in Review

Family Capital Trust reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 13% in Q2 2026, selling an estimated $11.3K and leaving 769 shares worth $74.2K. The position accounts for 0.02% of the portfolio, ranked #68.

Family Capital Trust first reported a position in USMV in Q1 2016 and has held it in 42 quarters since. The position peaked at $7.74M in Q3 2024. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Family Capital Trust held 769 shares of iShares MSCI USA Min Vol Factor ETF worth $74.2K as of Q2 2026.
  • Family Capital Trust sold 119 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $11.3K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.02% of Family Capital Trust's portfolio in Q2 2026, its #68 holding.
  • Family Capital Trust first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2016 and has held it in 42 quarters since.
  • Family Capital Trust's iShares MSCI USA Min Vol Factor ETF position peaked at $7.74M in Q3 2024.
  • 1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Family Capital Trust's 13F filing for Q2 2026, filed 29 Jul 2026.