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 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

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

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Foguth Wealth Management's USMV Position: Q2 2026 in Review

Foguth Wealth Management held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 3,341 shares worth $322K. The position accounts for 0.04% of the portfolio, ranked #165.

Foguth Wealth Management first reported a position in USMV in Q1 2024 and has held it in 9 quarters since. The position peaked at $658K in Q1 2024. 427 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Foguth Wealth Management held 3,341 shares of iShares MSCI USA Min Vol Factor ETF worth $322K as of Q2 2026.
Foguth Wealth Management left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.04% of Foguth Wealth Management's portfolio in Q2 2026, its #165 holding.
Foguth Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2024 and has held it in 9 quarters since.
Foguth Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $658K in Q1 2024.
427 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.