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Foster Dykema Cabot & Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Foster Dykema Cabot & Partners’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
Q1 		$3.25K Hold
35
– – ﹤0.01% 284
2025
Q4 		$3.3K Sell
35
-124
-78% -$11.7K ﹤0.01% 293
2025
Q3 		$15.1K Buy
159
+124
+354% +$11.6K ﹤0.01% 323
2025
Q2 		$3.29K Sell
35
-108
-76% -$9.94K ﹤0.01% 316
2025
Q1 		$13.4K Hold
143
– – ﹤0.01% 271
2024
Q4 		$12.7K Hold
143
– – ﹤0.01% 288
2024
Q3 		$13.1K Hold
143
– – ﹤0.01% 350
2024
Q2 		$12K Hold
143
– – ﹤0.01% 258
2024
Q1 		$12K Hold
143
– – ﹤0.01% 277
2023
Q4 		$11.2K Buy
+143
New +$10.7K ﹤0.01% 216

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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 $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Foster Dykema Cabot & Partners's USMV Position: Q1 2026 in Review

Foster Dykema Cabot & Partners held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 35 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Foster Dykema Cabot & Partners first reported a position in USMV in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.1K in Q3 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Foster Dykema Cabot & Partners held 35 shares of iShares MSCI USA Min Vol Factor ETF worth $3.25K as of Q1 2026.
  • Foster Dykema Cabot & Partners left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #284 holding.
  • Foster Dykema Cabot & Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 10 quarters since.
  • Foster Dykema Cabot & Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $15.1K in Q3 2025.
  • 1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.