Foster Group
USMV icon

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
Q3 		$3.25M Sell
33,316
-691
-2% -$68.5K 0.09% 68
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
Lineweaver Wealth Advisors
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
KIA
Koenig Investment Advisory Ashland, Oregon $137M AUM 8.53% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 9.78% 1-Year Est. Return

Foster Group's USMV Position: Q3 2026 in Review

Foster Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2% in Q3 2026, selling an estimated $68.5K and leaving 33,316 shares worth $3.25M. 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 23 quarters since. The position peaked at $3.34M in Q3 2024. 287 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Foster Group held 33,316 shares of iShares MSCI USA Min Vol Factor ETF worth $3.25M as of Q3 2026.
  • Foster Group sold 691 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $68.5K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.09% of Foster Group's portfolio in Q3 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 23 quarters since.
  • Foster Group's iShares MSCI USA Min Vol Factor ETF position peaked at $3.34M in Q3 2024.
  • 287 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.