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 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 $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Foundations Investment Advisors's USMV Position: Q1 2026 in Review

Foundations Investment Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 26% in Q1 2026, buying an estimated $1.28M and bringing the position to 65,695 shares worth $6.09M. The position accounts for 0.08% of the portfolio, ranked #202.

Foundations Investment Advisors first reported a position in USMV in Q4 2018 and has held it in 25 quarters since. The position peaked at $26.9M in Q2 2023. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Foundations Investment Advisors held 65,695 shares of iShares MSCI USA Min Vol Factor ETF worth $6.09M as of Q1 2026.
Foundations Investment Advisors bought 13,459 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $1.28M.
iShares MSCI USA Min Vol Factor ETF made up 0.08% of Foundations Investment Advisors's portfolio in Q1 2026, its #202 holding.
Foundations Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 25 quarters since.
Foundations Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $26.9M in Q2 2023.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.