FT
USMV icon

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

Fiduciary 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 		$4.12M Sell
42,732
-1,716
-4% -$163K 0.04% 198
2026
Q1 		$4.12M Sell
44,448
-278
-0.6% -$26.4K 0.05% 190
2025
Q4 		$4.21M Sell
44,726
-645
-1% -$60.8K 0.05% 195
2025
Q3 		$4.32M Buy
45,371
+300
+0.7% +$28.1K 0.05% 192
2025
Q2 		$4.23M Sell
45,071
-1,068
-2% -$98.3K 0.05% 188
2025
Q1 		$4.32M Sell
46,139
-2,527
-5% -$233K 0.06% 184
2024
Q4 		$4.32M Sell
48,666
-493
-1% -$45.2K 0.06% 175
2024
Q3 		$4.49M Sell
49,159
-3,814
-7% -$336K 0.06% 177
2024
Q2 		$4.45M Hold
52,973
– – 0.07% 163
2024
Q1 		$4.43M Sell
52,973
-2,511
-5% -$203K 0.07% 165
2023
Q4 		$4.33M Sell
55,484
-1,016
-2% -$75.8K 0.07% 161
2023
Q3 		$4.09M Sell
56,500
-4,655
-8% -$347K 0.07% 157
2023
Q2 		$4.55M Sell
61,155
-6,045
-9% -$442K 0.08% 156
2023
Q1 		$4.89M Sell
67,200
-11,911
-15% -$856K 0.09% 152
2022
Q4 		$5.7M Sell
79,111
-4,320
-5% -$307K 0.11% 142
2022
Q3 		$5.51M Sell
83,431
-208
-0.2% -$15K 0.12% 131
2022
Q2 		$5.87M Sell
83,639
-2,052
-2% -$150K 0.12% 131
2022
Q1 		$6.65M Sell
85,691
-10,376
-11% -$786K 0.12% 136
2021
Q4 		$7.77M Sell
96,067
-10,794
-10% -$836K 0.13% 133
2021
Q3 		$7.85M Sell
106,861
-34,478
-24% -$2.63M 0.14% 127
2021
Q2 		$10.4M Sell
141,339
-85,593
-38% -$6.18M 0.2% 102
2021
Q1 		$15.7M Sell
226,932
-434,337
-66% -$29.4M 0.32% 64
2020
Q4 		$44.9M Sell
661,269
-27,214
-4% -$1.79M 0.94% 18
2020
Q3 		$43.9M Sell
688,483
-33,478
-5% -$2.12M 1.03% 16
2020
Q2 		$43.8M Buy
721,961
+78,677
+12% +$4.67M 1.08% 17
2020
Q1 		$34.7M Buy
643,284
+66,875
+12% +$4.24M 1.01% 21
2019
Q4 		$37.8M Buy
576,409
+316,158
+121% +$20.3M 0.88% 25
2019
Q3 		$16.7M Buy
260,251
+254,887
+4,752% +$16.1M 0.42% 56
2019
Q2 		$331K Hold
5,364
– – 0.01% 411
2019
Q1 		$315K Buy
5,364
+10
+0.2% +$560 0.01% 404
2018
Q4 		$281K Buy
5,354
+1,295
+32% +$71.2K 0.01% 392
2018
Q3 		$232K Buy
+4,059
New +$226K 0.01% 436
2016
Q3 		– Sell
-33,083
Closed -$1.53M – 443
2016
Q2 		$1.53M Sell
33,083
-192
-0.6% -$8.53K 0.05% 205
2016
Q1 		$1.46M Buy
33,275
+1,175
+4% +$48.9K 0.05% 210
2015
Q4 		$1.34M Sell
32,100
-1,425
-4% -$59.4K 0.06% 193
2015
Q3 		$1.33M Buy
33,525
+1,425
+4% +$58.3K 0.06% 186
2015
Q2 		$1.29M Hold
32,100
– – 0.05% 185
2015
Q1 		$1.32M Buy
32,100
+1,100
+4% +$45.3K 0.05% 184
2014
Q4 		$1.25M Hold
31,000
– – 0.05% 190
2014
Q3 		$1.17M Hold
31,000
– – 0.05% 178
2014
Q2 		$1.15M Hold
31,000
– – 0.05% 183
2014
Q1 		$1.12M Buy
+31,000
New +$1.1M 0.05% 179

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

Fiduciary Trust's USMV Position: Q2 2026 in Review

Fiduciary Trust reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.9% in Q2 2026, selling an estimated $163K and leaving 42,732 shares worth $4.12M. The position accounts for 0.04% of the portfolio, ranked #198.

Fiduciary Trust first reported a position in USMV in Q1 2014 and has held it in 42 quarters since. The position peaked at $44.9M in Q4 2020. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Fiduciary Trust held 42,732 shares of iShares MSCI USA Min Vol Factor ETF worth $4.12M as of Q2 2026.
  • Fiduciary Trust sold 1,716 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $163K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.04% of Fiduciary Trust's portfolio in Q2 2026, its #198 holding.
  • Fiduciary Trust first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2014 and has held it in 42 quarters since.
  • Fiduciary Trust's iShares MSCI USA Min Vol Factor ETF position peaked at $44.9M in Q4 2020.
  • 1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.