Fort Washington Investment Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Fort Washington Investment Advisors’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	$231K	Buy	2,392 +20	+0.8%	+$1.9K	﹤0.01%	408
2026 Q1	$220K	Hold	2,372	–	–	﹤0.01%	405
2025 Q4	$223K	Hold	2,372	–	–	﹤0.01%	404
2025 Q3	$226K	Hold	2,372	–	–	﹤0.01%	398
2025 Q2	$223K	Hold	2,372	–	–	﹤0.01%	387
2025 Q1	$222K	Hold	2,372	–	–	﹤0.01%	385
2024 Q4	$211K	Hold	2,372	–	–	﹤0.01%	394
2024 Q3	$217K	Sell	2,372 -25	-1%	-$2.2K	﹤0.01%	397
2024 Q2	$201K	Buy	+2,397	New	+$198K	﹤0.01%	395

Other funds holding USMV

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

JIC

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Fort Washington Investment Advisors's USMV Position: Q2 2026 in Review

Fort Washington Investment Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.84% in Q2 2026, buying an estimated $1.9K and bringing the position to 2,392 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Fort Washington Investment Advisors first reported a position in USMV in Q2 2024 and has held it in 9 quarters since. 594 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Fort Washington Investment Advisors held 2,392 shares of iShares MSCI USA Min Vol Factor ETF worth $231K as of Q2 2026.
Fort Washington Investment Advisors bought 20 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $1.9K.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Fort Washington Investment Advisors's portfolio in Q2 2026, its #408 holding.
Fort Washington Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2024 and has held it in 9 quarters since.
594 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.