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

Fiduciary 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 Q1	$840K	Hold	9,061	–	–	0.07%	172
2025 Q4	$853K	Hold	9,061	–	–	0.07%	170
2025 Q3	$862K	Buy	9,061 +482	+6%	+$45.1K	0.08%	169
2025 Q2	$805K	Hold	8,579	–	–	0.08%	172
2025 Q1	$804K	Hold	8,579	–	–	0.08%	168
2024 Q4	$762K	Hold	8,579	–	–	0.08%	170
2024 Q3	$783K	Hold	8,579	–	–	0.08%	164
2024 Q2	$720K	Hold	8,579	–	–	0.08%	164
2024 Q1	$717K	Hold	8,579	–	–	0.08%	159
2023 Q4	$669K	Hold	8,579	–	–	0.08%	156
2023 Q3	$621K	Hold	8,579	–	–	0.08%	144
2023 Q2	$638K	Hold	8,579	–	–	0.08%	141
2023 Q1	$624K	Hold	8,579	–	–	0.08%	144
2022 Q4	$619K	Hold	8,579	–	–	0.08%	142
2022 Q3	$622K	Hold	8,579	–	–	0.08%	141
2022 Q2	$641K	Hold	8,579	–	–	0.08%	142
2022 Q1	$607K	Hold	8,579	–	–	0.08%	141
2021 Q4	$694K	Hold	8,579	–	–	0.08%	141
2021 Q3	$666K	Hold	8,579	–	–	0.08%	140
2021 Q2	$654K	Hold	8,579	–	–	0.08%	139
2021 Q1	$617K	Hold	8,579	–	–	0.08%	139
2020 Q4	$583K	Hold	8,579	–	–	0.08%	141
2020 Q3	$547K	Hold	8,579	–	–	0.08%	134
2020 Q2	$520K	Buy	+8,579	New	+$509K	0.09%	130

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 $5.37B AUM 18.53% 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

Fiduciary Group's USMV Position: Q1 2026 in Review

Fiduciary Group held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 9,061 shares worth $840K. The position accounts for 0.07% of the portfolio, ranked #172.

Fiduciary Group first reported a position in USMV in Q2 2020 and has held it in 24 quarters since. The position peaked at $862K in Q3 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Fiduciary Group held 9,061 shares of iShares MSCI USA Min Vol Factor ETF worth $840K as of Q1 2026.
Fiduciary Group left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.07% of Fiduciary Group's portfolio in Q1 2026, its #172 holding.
Fiduciary Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2020 and has held it in 24 quarters since.
Fiduciary Group's iShares MSCI USA Min Vol Factor ETF position peaked at $862K in Q3 2025.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.