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Forum Private Client Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Forum Private Client 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 		$1.7M Sell
17,574
-785
-4% -$74.5K 0.5% 28
2026
Q1 		$1.7M Sell
18,359
-1,478
-7% -$140K 0.57% 25
2025
Q4 		$1.87M Sell
19,837
-454
-2% -$42.8K 0.64% 24
2025
Q3 		$1.93M Sell
20,291
-358
-2% -$33.5K 0.69% 24
2025
Q2 		$1.94M Sell
20,649
-1,127
-5% -$104K 0.75% 24
2025
Q1 		$2.04M Sell
21,776
-890
-4% -$81.9K 0.89% 24
2024
Q4 		$2.01M Sell
22,666
-2,468
-10% -$226K 0.9% 24
2024
Q3 		$2.29M Sell
25,134
-3,990
-14% -$352K 1.02% 24
2024
Q2 		$2.45M Sell
29,124
-6,823
-19% -$562K 1.16% 21
2024
Q1 		$3M Sell
35,947
-9,233
-20% -$745K 1.45% 21
2023
Q4 		$3.53M Buy
+45,180
New +$3.37M 1.84% 17
2023
Q3 		– Sell
-84,936
Closed -$6.31M – 58
2023
Q2 		$6.31M Sell
84,936
-16,648
-16% -$1.22M 3.62% 11
2023
Q1 		$7.39M Sell
101,584
-10,650
-9% -$765K 4.67% 6
2022
Q4 		$8.09M Sell
112,234
-4,027
-3% -$287K 5.59% 4
2022
Q3 		$7.68M Sell
116,261
-3,424
-3% -$247K 5.75% 5
2022
Q2 		$8.4M Buy
119,685
+11,500
+11% +$842K 6.11% 4
2022
Q1 		$8.39M Buy
+108,185
New +$8.19M 6.52% 4

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Forum Private Client Group's USMV Position: Q2 2026 in Review

Forum Private Client Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 4.3% in Q2 2026, selling an estimated $74.5K and leaving 17,574 shares worth $1.7M. The position accounts for 0.5% of the portfolio, ranked #28.

Forum Private Client Group first reported a position in USMV in Q1 2022 and has held it in 17 quarters since. The position peaked at $8.4M in Q2 2022. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Forum Private Client Group held 17,574 shares of iShares MSCI USA Min Vol Factor ETF worth $1.7M as of Q2 2026.
  • Forum Private Client Group sold 785 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $74.5K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.5% of Forum Private Client Group's portfolio in Q2 2026, its #28 holding.
  • Forum Private Client Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2022 and has held it in 17 quarters since.
  • Forum Private Client Group's iShares MSCI USA Min Vol Factor ETF position peaked at $8.4M in Q2 2022.
  • 1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.