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Fortitude Family Office’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Fortitude Family Office’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
2025
Q2 		– Sell
-418
Closed -$39.1K – 2138
2025
Q1 		$39.1K Buy
418
+2
+0.5% +$184 0.01% 265
2024
Q4 		$36.9K Buy
416
+2
+0.5% +$183 0.01% 321
2024
Q3 		$37.8K Buy
+414
New +$36.5K 0.02% 289
2024
Q1 		– Sell
-46
Closed -$3.59K – 1090
2023
Q4 		$3.59K Buy
+46
New +$3.43K ﹤0.01% 783

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fortitude Family Office's USMV Position: Q2 2025 in Review

Fortitude Family Office sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2025, closing a stake of 418 shares — an estimated $39.1K sold.

Fortitude Family Office first reported a position in USMV in Q4 2023 and held it in 4 quarters. The position peaked at $39.1K in Q1 2025. 1,300 funds tracked by Wall St. Rank hold USMV as of Q2 2025.

  • Fortitude Family Office reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Fortitude Family Office sold 418 iShares MSCI USA Min Vol Factor ETF shares in Q2 2025, an estimated $39.1K.
  • Fortitude Family Office first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and held it in 4 quarters.
  • Fortitude Family Office's iShares MSCI USA Min Vol Factor ETF position peaked at $39.1K in Q1 2025.
  • 1,300 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2025.

Based on Fortitude Family Office's 13F filing for Q2 2025, filed 15 Jul 2025.