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 Q2	$3.38K	Hold	35	–	–	﹤0.01%	289
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 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

Foster Dykema Cabot & Partners's USMV Position: Q2 2026 in Review

Foster Dykema Cabot & Partners held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 35 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Foster Dykema Cabot & Partners first reported a position in USMV in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.1K in Q3 2025. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Foster Dykema Cabot & Partners held 35 shares of iShares MSCI USA Min Vol Factor ETF worth $3.38K as of Q2 2026.
Foster Dykema Cabot & Partners left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Foster Dykema Cabot & Partners's portfolio in Q2 2026, its #289 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 11 quarters since.
Foster Dykema Cabot & Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $15.1K in Q3 2025.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q2 2026, filed 11 Aug 2026.