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Focus Partners Advisor Solutions’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Focus Partners Advisor Solutions’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 		$4.48M Buy
46,437
+748
+2% +$71K 0.04% 212
2026
Q1 		$4.24M Buy
45,689
+1,307
+3% +$124K 0.04% 194
2025
Q4 		$4.18M Sell
44,382
-13,430
-23% -$1.27M 0.05% 173
2025
Q3 		$5.42M Buy
57,812
+17,579
+44% +$1.65M 0.06% 163
2025
Q2 		$3.78M Buy
40,233
+11,231
+39% +$1.03M 0.05% 171
2025
Q1 		$2.72M Buy
29,002
+21,539
+289% +$1.98M 0.04% 210
2024
Q4 		$663K Buy
7,463
+1,988
+36% +$182K 0.01% 411
2024
Q3 		$500K Buy
5,475
+7
+0.1% +$617 0.01% 455
2024
Q2 		$459K Sell
5,468
-1,276
-19% -$105K 0.01% 390
2024
Q1 		$564K Buy
6,744
+2,036
+43% +$164K 0.02% 332
2023
Q4 		$367K Sell
4,708
-1,335
-22% -$99.6K 0.02% 302
2023
Q3 		$437K Buy
6,043
+787
+15% +$58.7K 0.02% 283
2023
Q2 		$391K Buy
5,256
+2,063
+65% +$151K 0.02% 253
2023
Q1 		$232K Buy
+3,193
New +$229K 0.02% 310
2022
Q3 		– Sell
-6,993
Closed -$491K – 433
2022
Q2 		$491K Sell
6,993
-6,390
-48% -$468K 0.04% 188
2022
Q1 		$1.04M Buy
+13,383
New +$1.01M 0.1% 107

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

Focus Partners Advisor Solutions's USMV Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.6% in Q2 2026, buying an estimated $71K and bringing the position to 46,437 shares worth $4.48M. The position accounts for 0.04% of the portfolio, ranked #212.

Focus Partners Advisor Solutions first reported a position in USMV in Q1 2022 and has held it in 16 quarters since. The position peaked at $5.42M in Q3 2025. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Focus Partners Advisor Solutions held 46,437 shares of iShares MSCI USA Min Vol Factor ETF worth $4.48M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 748 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $71K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.04% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #212 holding.
  • Focus Partners Advisor Solutions first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2022 and has held it in 16 quarters since.
  • Focus Partners Advisor Solutions's iShares MSCI USA Min Vol Factor ETF position peaked at $5.42M in Q3 2025.
  • 1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.