Fiduciary Financial Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Fiduciary Financial Group’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	$1.3M	Sell	13,470 -9,140	-40%	-$867K	0.15%	99
2026 Q1	$2.1M	Sell	22,610 -1,010	-4%	-$95.9K	0.28%	54
2025 Q4	$2.22M	Sell	23,620 -800	-3%	-$75.4K	0.31%	50
2025 Q3	$2.32M	Sell	24,420 -250	-1%	-$23.4K	0.37%	45
2025 Q2	$2.33M	Sell	24,670 -300	-1%	-$27.6K	0.42%	45
2025 Q1	$2.21M	Hold	24,970	–	–	0.48%	41
2024 Q4	$2.19M	Hold	24,970	–	–	0.48%	41
2024 Q3	$2.27M	Sell	24,970 -400	-2%	-$35.3K	0.52%	39
2024 Q2	$2.2M	Buy	+25,370	New	+$2.09M	0.53%	40

Other funds holding USMV

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Fiduciary Financial Group's USMV Position: Q2 2026 in Review

Fiduciary Financial Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 40% in Q2 2026, selling an estimated $867K and leaving 13,470 shares worth $1.3M. The position accounts for 0.15% of the portfolio, ranked #99.

Fiduciary Financial Group first reported a position in USMV in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.33M in Q2 2025. 682 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Fiduciary Financial Group held 13,470 shares of iShares MSCI USA Min Vol Factor ETF worth $1.3M as of Q2 2026.
Fiduciary Financial Group sold 9,140 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $867K.
iShares MSCI USA Min Vol Factor ETF made up 0.15% of Fiduciary Financial Group's portfolio in Q2 2026, its #99 holding.
Fiduciary Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2024 and has held it in 9 quarters since.
Fiduciary Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $2.33M in Q2 2025.
682 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.