Foguth Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Foguth Wealth Management’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 Q3	$239K	Sell	2,360 -981	-29%	-$97.2K	0.02%	201
2026 Q2	$322K	Hold	3,341	–	–	0.04%	165
2026 Q1	$323K	Buy	3,341 +47	+1%	+$4.46K	0.04%	152
2025 Q4	$308K	Buy	+3,294	New	+$310K	0.05%	127
2025 Q2	$314K	Sell	3,345 -1,773	-35%	-$163K	0.07%	108
2025 Q1	$479K	Sell	5,118 -149	-3%	-$13.7K	0.12%	82
2024 Q4	$479K	Buy	5,267 +1,852	+54%	+$170K	0.13%	85
2024 Q3	$310K	Sell	3,415 -68	-2%	-$6K	0.11%	99
2024 Q2	$292K	Sell	3,483 -4,393	-56%	-$362K	0.13%	101
2024 Q1	$658K	Buy	+7,876	New	+$635K	0.35%	56

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Foguth Wealth Management's USMV Position: Q3 2026 in Review

Foguth Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 29% in Q3 2026, selling an estimated $97.2K and leaving 2,360 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #201.

Foguth Wealth Management first reported a position in USMV in Q1 2024 and has held it in 10 quarters since. The position peaked at $658K in Q1 2024. 966 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Foguth Wealth Management held 2,360 shares of iShares MSCI USA Min Vol Factor ETF worth $239K as of Q3 2026.
Foguth Wealth Management sold 981 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $97.2K.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of Foguth Wealth Management's portfolio in Q3 2026, its #201 holding.
Foguth Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2024 and has held it in 10 quarters since.
Foguth Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $658K in Q1 2024.
966 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Foguth Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.