Focus Financial Network’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Focus Financial Network’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	$4.1M	Sell	42,476 -2,538	-6%	-$241K	0.13%	132
2026 Q1	$4.17M	Sell	45,014 -4,698	-9%	-$446K	0.15%	117
2025 Q4	$4.68M	Sell	49,712 -2,886	-5%	-$272K	0.16%	100
2025 Q3	$5M	Buy	52,598 +6,377	+14%	+$597K	0.18%	92
2025 Q2	$4.34M	Buy	46,221 +252	+0.5%	+$23.2K	0.17%	94
2025 Q1	$4.31M	Buy	45,969 +505	+1%	+$46.5K	0.18%	94
2024 Q4	$4.04M	Buy	45,464 +139	+0.3%	+$12.8K	0.16%	108
2024 Q3	$4.14M	Buy	45,325 +449	+1%	+$39.6K	0.17%	105
2024 Q2	$3.89M	Buy	44,876 +1,359	+3%	+$112K	0.17%	107
2024 Q1	$3.48M	Sell	43,517 -53,240	-55%	-$4.3M	0.17%	109
2023 Q4	$7.55M	Buy	96,757 +29,695	+44%	+$2.22M	0.28%	75
2023 Q3	$4.88M	Sell	67,062 -2,131	-3%	-$159K	0.28%	71
2023 Q2	$5.14M	Sell	69,193 -467	-0.7%	-$34.1K	0.29%	68
2023 Q1	$5.07M	Buy	69,660 +7,776	+13%	+$559K	0.32%	64
2022 Q4	$4.46M	Buy	61,884 +1,979	+3%	+$141K	0.36%	56
2022 Q3	$3.98M	Buy	59,905 +455	+0.8%	+$32.8K	0.34%	59
2022 Q2	$4.17M	Sell	59,450 -5,572	-9%	-$408K	0.34%	59
2022 Q1	$5.04M	Buy	65,022 +21,829	+51%	+$1.65M	0.35%	55
2021 Q4	$3.49M	Buy	43,193 +2,286	+6%	+$177K	0.51%	49
2021 Q3	$3.01M	Sell	40,907 -470	-1%	-$35.8K	0.4%	61
2021 Q2	$3.05M	Buy	41,377 +78	+0.2%	+$5.63K	0.41%	63
2021 Q1	$2.86M	Sell	41,299 -69,899	-63%	-$4.73M	0.33%	68
2020 Q4	$7.55M	Buy	111,198 +3,366	+3%	+$222K	0.67%	30
2020 Q3	$6.87M	Buy	107,832 +11,450	+12%	+$727K	0.64%	38
2020 Q2	$5.84M	Buy	96,382 +53,513	+125%	+$3.18M	0.65%	34
2020 Q1	$2.32M	Sell	42,869 -18,000	-30%	-$1.14M	0.31%	70
2019 Q4	$3.99M	Buy	60,869 +28,306	+87%	+$1.82M	0.49%	45
2019 Q3	$2.09M	Buy	32,563 +5,946	+22%	+$377K	0.29%	71
2019 Q2	$1.64M	Buy	26,617 +992	+4%	+$59.6K	0.24%	85
2019 Q1	$1.51M	Buy	+25,625	New	+$1.44M	0.24%	83

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Financial Network's USMV Position: Q2 2026 in Review

Focus Financial Network reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 5.6% in Q2 2026, selling an estimated $241K and leaving 42,476 shares worth $4.1M. The position accounts for 0.13% of the portfolio, ranked #132.

Focus Financial Network first reported a position in USMV in Q1 2019 and has held it in 30 quarters since. The position peaked at $7.55M in Q4 2023. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Focus Financial Network held 42,476 shares of iShares MSCI USA Min Vol Factor ETF worth $4.1M as of Q2 2026.
Focus Financial Network sold 2,538 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $241K.
iShares MSCI USA Min Vol Factor ETF made up 0.13% of Focus Financial Network's portfolio in Q2 2026, its #132 holding.
Focus Financial Network first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2019 and has held it in 30 quarters since.
Focus Financial Network's iShares MSCI USA Min Vol Factor ETF position peaked at $7.55M in Q4 2023.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.