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Fort Point Capital Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Fort Point Capital Partners’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
Q1 		$989K Sell
10,665
-34
-0.3% -$3.23K 0.12% 96
2025
Q4 		$1.01M Hold
10,699
– – 0.11% 102
2025
Q3 		$1.02M Sell
10,699
-10,106
-49% -$947K 0.12% 105
2025
Q2 		$1.95M Sell
20,805
-149
-0.7% -$13.7K 0.14% 94
2025
Q1 		$1.96M Buy
20,954
+18
+0.1% +$1.66K 0.22% 81
2024
Q4 		$1.86M Buy
20,936
+4
+0% +$367 0.2% 84
2024
Q3 		$1.91M Buy
20,932
+33
+0.2% +$2.91K 0.24% 70
2024
Q2 		$1.75M Sell
20,899
-6
-0% -$494 0.22% 73
2024
Q1 		$1.75M Sell
20,905
-49
-0.2% -$3.95K 0.23% 75
2023
Q4 		$1.64M Sell
20,954
-510
-2% -$38.1K 0.23% 71
2023
Q3 		$1.55M Sell
21,464
-1,671
-7% -$125K 0.24% 72
2023
Q2 		$1.72M Sell
23,135
-990
-4% -$72.3K 0.24% 65
2023
Q1 		$1.75M Buy
24,125
+263
+1% +$18.9K 0.27% 69
2022
Q4 		$1.72M Sell
23,862
-389
-2% -$27.7K 0.27% 66
2022
Q3 		$1.6M Buy
24,251
+140
+0.6% +$10.1K 0.27% 70
2022
Q2 		$1.69M Sell
24,111
-63
-0.3% -$4.61K 0.28% 67
2022
Q1 		$1.88M Sell
24,174
-547
-2% -$41.4K 0.26% 71
2021
Q4 		$2M Sell
24,721
-290
-1% -$22.5K 0.27% 60
2021
Q3 		$1.84M Buy
25,011
+8,974
+56% +$684K 0.28% 55
2021
Q2 		$1.18M Buy
16,037
+663
+4% +$47.9K 0.22% 65
2021
Q1 		$1.06M Sell
15,374
-2,406
-14% -$163K 0.23% 60
2020
Q4 		$1.21M Sell
17,780
-1,163
-6% -$76.6K 0.28% 54
2020
Q3 		$1.21M Sell
18,943
-1,885
-9% -$120K 0.3% 52
2020
Q2 		$1.26M Sell
20,828
-4,255
-17% -$253K 0.4% 41
2020
Q1 		$1.35M Sell
25,083
-2,657
-10% -$169K 0.58% 30
2019
Q4 		$1.82M Buy
27,740
+1,244
+5% +$79.9K 0.65% 29
2019
Q3 		$1.7M Buy
26,496
+1,392
+6% +$88.2K 0.64% 29
2019
Q2 		$1.55M Buy
25,104
+701
+3% +$42.1K 0.61% 31
2019
Q1 		$1.44M Sell
24,403
-7,586
-24% -$425K 0.63% 32
2018
Q4 		$1.68M Sell
31,989
-10,683
-25% -$587K 0.68% 29
2018
Q3 		$2.43M Buy
42,672
+1,702
+4% +$94.8K 0.73% 30
2018
Q2 		$2.18M Buy
40,970
+3,486
+9% +$183K 0.73% 28
2018
Q1 		$1.95M Buy
+37,484
New +$1.98M 0.71% 28

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fort Point Capital Partners's USMV Position: Q1 2026 in Review

Fort Point Capital Partners reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.32% in Q1 2026, selling an estimated $3.23K and leaving 10,665 shares worth $989K. The position accounts for 0.12% of the portfolio, ranked #96.

Fort Point Capital Partners first reported a position in USMV in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.43M in Q3 2018. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Fort Point Capital Partners held 10,665 shares of iShares MSCI USA Min Vol Factor ETF worth $989K as of Q1 2026.
  • Fort Point Capital Partners sold 34 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $3.23K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.12% of Fort Point Capital Partners's portfolio in Q1 2026, its #96 holding.
  • Fort Point Capital Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2018 and has held it in 33 quarters since.
  • Fort Point Capital Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $2.43M in Q3 2018.
  • 1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.