Fifth Third Securities’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Fifth Third Securities’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	–	Sell	-5,014	Closed	-$465K	–	371
2026 Q1	$465K	Sell	5,014 -121	-2%	-$11.5K	0.03%	279
2025 Q4	$484K	Buy	5,135 +408	+9%	+$38.4K	0.03%	261
2025 Q3	$450K	Sell	4,727 -1,471	-24%	-$138K	0.03%	260
2025 Q2	$582K	Sell	6,198 -203	-3%	-$18.7K	0.04%	227
2025 Q1	$600K	Sell	6,401 -390	-6%	-$35.9K	0.05%	223
2024 Q4	$603K	Buy	6,791 +1,907	+39%	+$175K	0.05%	216
2024 Q3	$446K	Sell	4,884 -230	-4%	-$20.3K	0.04%	204
2024 Q2	$429K	Sell	5,114 -702	-12%	-$57.8K	0.04%	216
2024 Q1	$486K	Sell	5,816 -1,062	-15%	-$85.7K	0.05%	192
2023 Q4	$537K	Sell	6,878 -1,062	-13%	-$79.2K	0.06%	183
2023 Q3	$578K	Sell	7,940 -759	-9%	-$56.6K	0.06%	170
2023 Q2	$647K	Sell	8,699 -1,431	-14%	-$105K	0.07%	159
2023 Q1	$737K	Sell	10,130 -1,394	-12%	-$100K	0.08%	159
2022 Q4	$831K	Sell	11,524 -726	-6%	-$51.7K	0.11%	134
2022 Q3	$810K	Sell	12,250 -1,215	-9%	-$87.6K	0.12%	137
2022 Q2	$945K	Buy	+13,465	New	+$986K	0.13%	132
2022 Q1	–	Sell	-22,361	Closed	-$1.81M	–	164
2021 Q4	$1.81M	Sell	22,361 -145	-0.6%	-$11.2K	0.2%	114
2021 Q3	$1.65M	Sell	22,506 -8,033	-26%	-$612K	0.23%	99
2021 Q2	$2.25M	Sell	30,539 -441	-1%	-$31.9K	0.81%	31
2021 Q1	$2.14M	Sell	30,980 -4,646	-13%	-$314K	0.88%	32
2020 Q4	$2.42M	Buy	35,626 +2,295	+7%	+$151K	1.14%	29
2020 Q3	$2.12M	Buy	33,331 +4,981	+18%	+$316K	1.14%	28
2020 Q2	$1.72M	Buy	28,350 +807	+3%	+$47.9K	0.95%	32
2020 Q1	$1.49M	Sell	27,543 -24,296	-47%	-$1.54M	1.35%	28
2019 Q4	$3.4M	Buy	51,839 +8,848	+21%	+$568K	2.77%	14
2019 Q3	$1.49M	Buy	42,991 +25,481	+146%	+$1.61M	2.15%	16
2019 Q2	$1.08M	Buy	17,510 +149	+0.9%	+$8.95K	0.29%	90
2019 Q1	$1.02M	Buy	17,361 +1,744	+11%	+$97.7K	1.15%	26
2018 Q4	$818K	Buy	15,617 +4,476	+40%	+$246K	1.15%	23
2018 Q3	$638K	Buy	11,141 +5,956	+115%	+$332K	0.22%	95
2018 Q2	$277K	Buy	+5,185	New	+$273K	0.43%	39

Other funds holding USMV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Fifth Third Securities's USMV Position: Q2 2026 in Review

Fifth Third Securities sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 5,014 shares — an estimated $465K sold.

Fifth Third Securities first reported a position in USMV in Q2 2018 and held it in 31 quarters. The position peaked at $3.4M in Q4 2019. 257 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Fifth Third Securities reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Fifth Third Securities sold 5,014 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $465K.
Fifth Third Securities first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2018 and held it in 31 quarters.
Fifth Third Securities's iShares MSCI USA Min Vol Factor ETF position peaked at $3.4M in Q4 2019.
257 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Fifth Third Securities's 13F filing for Q2 2026, filed 15 Jul 2026.