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Foster Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Foster 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 		$3.28M Buy
34,007
+392
+1% +$37.2K 0.09% 68
2026
Q1 		$3.12M Sell
33,615
-907
-3% -$86.1K 0.09% 63
2025
Q4 		$3.25M Sell
34,522
-112
-0.3% -$10.6K 0.1% 61
2025
Q3 		$3.3M Buy
34,634
+273
+0.8% +$25.6K 0.1% 61
2025
Q2 		$3.23M Buy
34,361
+674
+2% +$62K 0.11% 57
2025
Q1 		$3.16M Sell
33,687
-469
-1% -$43.2K 0.12% 54
2024
Q4 		$3.03M Sell
34,156
-2,393
-7% -$220K 0.12% 54
2024
Q3 		$3.34M Sell
36,549
-525
-1% -$46.3K 0.12% 49
2024
Q2 		$3.11M Buy
37,074
+598
+2% +$49.3K 0.12% 50
2024
Q1 		$3.05M Buy
36,476
+2,303
+7% +$186K 0.15% 47
2023
Q4 		$2.47M Hold
34,173
– – 0.15% 42
2023
Q3 		$2.47M Sell
34,173
-146
-0.4% -$10.9K 0.15% 42
2023
Q2 		$2.55M Buy
34,319
+2,400
+8% +$175K 0.15% 43
2023
Q1 		$2.32M Buy
31,919
+203
+0.6% +$14.6K 0.15% 39
2022
Q4 		$2.29M Buy
31,716
+3,433
+12% +$244K 0.17% 38
2022
Q3 		$1.87M Buy
28,283
+4,645
+20% +$335K 0.15% 38
2022
Q2 		$1.66M Buy
23,638
+2,015
+9% +$148K 0.12% 47
2022
Q1 		$1.68M Buy
21,623
+3,125
+17% +$237K 0.14% 41
2021
Q4 		$1.5M Buy
18,498
+1,722
+10% +$133K 0.13% 41
2021
Q3 		$1.23M Buy
16,776
+3,430
+26% +$261K 0.12% 46
2021
Q2 		$982K Buy
13,346
+7,219
+118% +$522K 0.11% 53
2021
Q1 		$424K Buy
+6,127
New +$414K 0.07% 86

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

Foster Group's USMV Position: Q2 2026 in Review

Foster Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.2% in Q2 2026, buying an estimated $37.2K and bringing the position to 34,007 shares worth $3.28M. The position accounts for 0.09% of the portfolio, ranked #68.

Foster Group first reported a position in USMV in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.34M in Q3 2024. 1,375 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Foster Group held 34,007 shares of iShares MSCI USA Min Vol Factor ETF worth $3.28M as of Q2 2026.
  • Foster Group bought 392 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $37.2K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.09% of Foster Group's portfolio in Q2 2026, its #68 holding.
  • Foster Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2021 and has held it in 22 quarters since.
  • Foster Group's iShares MSCI USA Min Vol Factor ETF position peaked at $3.34M in Q3 2024.
  • 1,375 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.