Forthright Family Wealth Advisory’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Forthright Family Wealth Advisory’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	–	Sell	-21,798	Closed	-$1.82M	–	85
2026 Q1	$1.82M	Buy	+21,798	New	+$2.07M	1.22%	22
2024 Q3	–	Sell	-20,625	Closed	-$1.73M	–	76
2024 Q2	$1.73M	Sell	20,625 -1,173	-5%	-$96.7K	1.12%	23
2024 Q1	$1.82M	Buy	21,798 +954	+5%	+$77K	1.22%	22
2023 Q4	$1.63M	Buy	+20,844	New	+$1.56M	1.27%	20

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Forthright Family Wealth Advisory's USMV Position: Q2 2026 in Review

Forthright Family Wealth Advisory sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 21,798 shares — an estimated $1.82M sold.

Forthright Family Wealth Advisory first reported a position in USMV in Q4 2023 and held it in 4 quarters. The position peaked at $1.82M in Q1 2026. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Forthright Family Wealth Advisory reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Forthright Family Wealth Advisory sold 21,798 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $1.82M.
Forthright Family Wealth Advisory first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and held it in 4 quarters.
Forthright Family Wealth Advisory's iShares MSCI USA Min Vol Factor ETF position peaked at $1.82M in Q1 2026.
1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.