Foundations Investment Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Foundations Investment 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	$5.89M	Sell	61,035 -4,660	-7%	-$442K	0.06%	224
2026 Q1	$6.09M	Buy	65,695 +13,459	+26%	+$1.28M	0.08%	202
2025 Q4	$4.92M	Buy	52,236 +750	+1%	+$70.7K	0.06%	224
2025 Q3	$4.9M	Sell	51,486 -9,959	-16%	-$933K	0.07%	215
2025 Q2	$5.77M	Buy	61,445 +3,346	+6%	+$308K	0.09%	181
2025 Q1	$5.44M	Sell	58,099 -10,376	-15%	-$955K	0.1%	196
2024 Q4	$6.08M	Buy	68,475 +1,828	+3%	+$168K	0.12%	159
2024 Q3	$6.09M	Buy	66,647 +3,369	+5%	+$297K	0.13%	146
2024 Q2	$5.31M	Sell	63,278 -65,103	-51%	-$5.36M	0.13%	131
2024 Q1	$10.7M	Sell	128,381 -1,187	-0.9%	-$95.8K	0.28%	72
2023 Q4	$10.4M	Sell	129,568 -182,755	-59%	-$13.6M	0.28%	70
2023 Q3	$22.6M	Sell	312,323 -49,323	-14%	-$3.68M	0.7%	31
2023 Q2	$26.9M	Buy	361,646 +55,787	+18%	+$4.08M	0.89%	25
2023 Q1	$22.2M	Buy	305,859 +81,839	+37%	+$5.88M	0.8%	24
2022 Q4	$16.2M	Buy	224,020 +1,120	+0.5%	+$79.7K	0.64%	28
2022 Q3	$14.7M	Buy	222,900 +2,001	+0.9%	+$144K	0.64%	25
2022 Q2	$15.7M	Buy	220,899 +21,900	+11%	+$1.6M	0.66%	23
2022 Q1	$15.5M	Buy	198,999 +30,816	+18%	+$2.33M	0.6%	19
2021 Q4	$13.2M	Buy	168,183 +24,005	+17%	+$1.86M	0.5%	20
2021 Q3	$10.6M	Buy	144,178 +11,645	+9%	+$887K	0.46%	22
2021 Q2	$9.94M	Buy	132,533 +25,505	+24%	+$1.84M	0.48%	28
2021 Q1	$7.53M	Buy	107,028 +57,001	+114%	+$3.85M	0.43%	28
2020 Q4	$3.42M	Buy	50,027 +12,750	+34%	+$839K	0.22%	36
2020 Q3	$2.38M	Buy	37,277 +13,854	+59%	+$879K	0.52%	33
2020 Q2	$1.44M	Buy	+23,423	New	+$1.39M	0.13%	52
2019 Q1	–	Sell	-9,341	Closed	-$523K	–	122
2018 Q4	$523K	Buy	+9,341	New	+$513K	0.11%	61

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

Foundations Investment Advisors's USMV Position: Q2 2026 in Review

Foundations Investment Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 7.1% in Q2 2026, selling an estimated $442K and leaving 61,035 shares worth $5.89M. The position accounts for 0.06% of the portfolio, ranked #224.

Foundations Investment Advisors first reported a position in USMV in Q4 2018 and has held it in 26 quarters since. The position peaked at $26.9M in Q2 2023. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Foundations Investment Advisors held 61,035 shares of iShares MSCI USA Min Vol Factor ETF worth $5.89M as of Q2 2026.
Foundations Investment Advisors sold 4,660 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $442K.
iShares MSCI USA Min Vol Factor ETF made up 0.06% of Foundations Investment Advisors's portfolio in Q2 2026, its #224 holding.
Foundations Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 26 quarters since.
Foundations Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $26.9M in Q2 2023.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.