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Founders Capital Management (Texas)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Founders Capital Management (Texas)’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 		$24.5K Buy
+254
New +$24.1K 0.01% 243
2020
Q1 		$12K Hold
227
– – 0.01% 202
2019
Q4 		$15K Buy
227
+2
+0.9% +$128 0.01% 216
2019
Q3 		$14K Buy
+225
New +$14.3K 0.01% 224

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MRC
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JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Founders Capital Management (Texas)'s USMV Position: Q2 2026 in Review

Founders Capital Management (Texas) opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 254 shares worth $24.5K. The stake represents 0.01% of the portfolio and ranks #243 among its holdings. This is a return to the name: Founders Capital Management (Texas) previously reported a position in USMV as recently as Q1 2020.

Founders Capital Management (Texas) first reported a position in USMV in Q3 2019 and has held it in 4 quarters since. 492 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Founders Capital Management (Texas) held 254 shares of iShares MSCI USA Min Vol Factor ETF worth $24.5K as of Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF was a new Founders Capital Management (Texas) position in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #243 holding.
  • Founders Capital Management (Texas) first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and has held it in 4 quarters since.
  • 492 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.