Fortis Group Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Fortis Group 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	$3.25M	Buy	33,677 +19,141	+132%	+$1.82M	0.52%	54
2026 Q1	$1.37M	Sell	14,536 -466	-3%	-$44.3K	0.23%	113
2025 Q4	$1.42M	Sell	15,002 -3,661	-20%	-$345K	0.24%	116
2025 Q3	$1.74M	Sell	18,663 -550	-3%	-$51.5K	0.3%	78
2025 Q2	$1.78M	Sell	19,213 -870	-4%	-$80.1K	0.32%	75
2025 Q1	$1.88M	Sell	20,083 -116	-0.6%	-$10.7K	0.37%	73
2024 Q4	$1.79M	Buy	20,199 +190	+0.9%	+$17.4K	0.33%	77
2024 Q3	$1.83M	Sell	20,009 -333	-2%	-$29.4K	0.34%	69
2024 Q2	$1.71M	Sell	20,342 -2,263	-10%	-$186K	0.34%	63
2024 Q1	$1.89M	Sell	22,605 -2,573	-10%	-$208K	0.35%	64
2023 Q4	$1.84M	Buy	25,178 +1,241	+5%	+$92.6K	0.46%	33
2023 Q3	$1.74M	Buy	23,937 +2,220	+10%	+$166K	0.53%	29
2023 Q2	$1.61M	Sell	21,717 -238	-1%	-$17.4K	0.43%	44
2023 Q1	$1.62M	Buy	+21,955	New	+$1.58M	0.49%	38
2020 Q3	$6.99M	Buy	+109,682	New	+$6.96M	1.36%	18

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

Fortis Group Advisors's USMV Position: Q2 2026 in Review

Fortis Group Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 132% in Q2 2026, buying an estimated $1.82M and bringing the position to 33,677 shares worth $3.25M. The position accounts for 0.52% of the portfolio, ranked #54.

Fortis Group Advisors first reported a position in USMV in Q3 2020 and has held it in 15 quarters since. The position peaked at $6.99M in Q3 2020. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Fortis Group Advisors held 33,677 shares of iShares MSCI USA Min Vol Factor ETF worth $3.25M as of Q2 2026.
Fortis Group Advisors bought 19,141 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $1.82M.
iShares MSCI USA Min Vol Factor ETF made up 0.52% of Fortis Group Advisors's portfolio in Q2 2026, its #54 holding.
Fortis Group Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2020 and has held it in 15 quarters since.
Fortis Group Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $6.99M in Q3 2020.
1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.