Fortune Financial Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Fortune Financial 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	$12.2M	Sell	126,013 -1,066	-0.8%	-$101K	5.2%	2
2026 Q1	$11.8M	Buy	127,079 +1,680	+1%	+$160K	6.01%	2
2025 Q4	$11.8M	Sell	125,399 -2,099	-2%	-$198K	7.96%	2
2025 Q3	$12.1M	Buy	127,498 +991	+0.8%	+$92.8K	9.13%	1
2025 Q2	$11.9M	Buy	126,507 +3,666	+3%	+$337K	9.55%	1
2025 Q1	$11.5M	Buy	122,841 +543	+0.4%	+$50K	9.92%	1
2024 Q4	$10.9M	Buy	122,298 +4,427	+4%	+$406K	9.87%	1
2024 Q3	$10.8M	Sell	117,871 -9	-0%	-$793	9.75%	1
2024 Q2	$9.9M	Sell	117,880 -1,062	-0.9%	-$87.5K	6.06%	1
2024 Q1	$9.94M	Sell	118,942 -2,882	-2%	-$233K	6.3%	1
2023 Q4	$9.51M	Buy	121,824 +1,566	+1%	+$117K	6.64%	1
2023 Q3	$8.7M	Sell	120,258 -189	-0.2%	-$14.1K	6.66%	1
2023 Q2	$8.95M	Buy	+120,447	New	+$8.8M	6.72%	1

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $44.6B AUM 28.94% 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

Fortune Financial Advisors's USMV Position: Q2 2026 in Review

Fortune Financial Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.84% in Q2 2026, selling an estimated $101K and leaving 126,013 shares worth $12.2M. The position accounts for 5.2% of the portfolio, ranked #2.

Fortune Financial Advisors first reported a position in USMV in Q2 2023 and has held it in 13 quarters since. 711 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Fortune Financial Advisors held 126,013 shares of iShares MSCI USA Min Vol Factor ETF worth $12.2M as of Q2 2026.
Fortune Financial Advisors sold 1,066 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $101K.
iShares MSCI USA Min Vol Factor ETF made up 5.2% of Fortune Financial Advisors's portfolio in Q2 2026, its #2 holding.
Fortune Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2023 and has held it in 13 quarters since.
711 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.