Foster Victor Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Foster Victor Wealth Advisors’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	$255K	Hold	2,632	–	–	0.01%	225
2026 Q1	$247K	Hold	2,632	–	–	0.01%	222
2025 Q4	$249K	Hold	2,632	–	–	0.01%	219
2025 Q3	$250K	Buy	2,632 +98	+4%	+$9.18K	0.02%	195
2025 Q2	$238K	Buy	2,534 +56	+2%	+$5.15K	0.02%	180
2025 Q1	$223K	Sell	2,478 -62	-2%	-$5.71K	0.02%	175
2024 Q4	$228K	Sell	2,540 -123	-5%	-$11.3K	0.02%	177
2024 Q3	$244K	Buy	2,663 +123	+5%	+$10.8K	0.02%	176
2024 Q2	$220K	Sell	2,540 -4	-0.2%	-$330	0.02%	180
2024 Q1	$207K	Sell	2,544 -65	-2%	-$5.25K	0.02%	165
2023 Q4	$205K	Buy	+2,609	New	+$195K	0.02%	165
2023 Q2	–	Sell	-3,268	Closed	-$238K	–	169
2023 Q1	$238K	Buy	+3,268	New	+$235K	0.03%	143
2022 Q2	–	Sell	-2,748	Closed	-$215K	–	150
2022 Q1	$215K	Sell	2,748 -448	-14%	-$33.9K	0.03%	125
2021 Q4	$252K	Hold	3,196	–	–	0.03%	127
2021 Q3	$235K	Hold	3,196	–	–	0.04%	127
2021 Q2	$235K	Hold	3,196	–	–	0.04%	129
2021 Q1	$227K	Hold	3,196	–	–	0.04%	129
2020 Q4	$217K	Hold	3,196	–	–	0.05%	128
2020 Q3	$204K	Buy	+3,196	New	+$203K	0.06%	130
2020 Q1	–	Sell	-3,371	Closed	-$221K	–	118
2019 Q4	$221K	Hold	3,371	–	–	0.1%	101
2019 Q3	$215K	Sell	3,371 -1,311	-28%	-$83.1K	0.12%	82
2019 Q2	$294K	Buy	4,682 +420	+10%	+$25.2K	0.22%	73
2019 Q1	$251K	Hold	4,262	–	–	0.2%	76
2018 Q4	$223K	Buy	+4,262	New	+$234K	0.21%	72

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 Victor Wealth Advisors's USMV Position: Q2 2026 in Review

Foster Victor Wealth Advisors held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 2,632 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #225.

Foster Victor Wealth Advisors first reported a position in USMV in Q4 2018 and has held it in 24 quarters since. The position peaked at $294K in Q2 2019. 1,370 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Foster Victor Wealth Advisors held 2,632 shares of iShares MSCI USA Min Vol Factor ETF worth $255K as of Q2 2026.
Foster Victor Wealth Advisors 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 Victor Wealth Advisors's portfolio in Q2 2026, its #225 holding.
Foster Victor Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 24 quarters since.
Foster Victor Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $294K in Q2 2019.
1,370 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.