Fortitude Advisory Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Fortitude Advisory Group’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	$389K	Buy	4,033 +691	+21%	+$65.6K	0.15%	131
2026 Q1	$310K	Buy	+3,342	New	+$317K	0.14%	145
2022 Q2	–	Sell	-1,006	Closed	-$78K	–	1230
2022 Q1	$78K	Hold	1,006	–	–	0.04%	403
2021 Q4	$81K	Buy	+1,006	New	+$77.9K	0.04%	405

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

Fortitude Advisory Group's USMV Position: Q2 2026 in Review

Fortitude Advisory Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 21% in Q2 2026, buying an estimated $65.6K and bringing the position to 4,033 shares worth $389K. The position accounts for 0.15% of the portfolio, ranked #131.

Fortitude Advisory Group first reported a position in USMV in Q4 2021 and has held it in 4 quarters since. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Fortitude Advisory Group held 4,033 shares of iShares MSCI USA Min Vol Factor ETF worth $389K as of Q2 2026.
Fortitude Advisory Group bought 691 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $65.6K.
iShares MSCI USA Min Vol Factor ETF made up 0.15% of Fortitude Advisory Group's portfolio in Q2 2026, its #131 holding.
Fortitude Advisory Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 4 quarters since.
1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.