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Founders Financial Alliance’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Founders Financial Alliance’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 		$281K Buy
2,908
+269
+10% +$25.5K 0.04% 358
2026
Q1 		$245K Buy
2,639
+876
+50% +$83.2K 0.04% 346
2025
Q4 		$166K Sell
1,763
-1,603
-48% -$151K 0.03% 360
2025
Q3 		$320K Buy
3,366
+1,160
+53% +$109K 0.06% 276
2025
Q2 		$207K Sell
2,206
-964
-30% -$88.7K 0.05% 311
2025
Q1 		$297K Sell
3,170
-862
-21% -$79.3K 0.07% 260
2024
Q4 		$358K Sell
4,032
-400
-9% -$36.7K 0.1% 197
2024
Q3 		$405K Buy
4,432
+288
+7% +$25.4K 0.11% 180
2024
Q2 		$348K Sell
4,144
-176
-4% -$14.5K 0.1% 193
2024
Q1 		$361K Buy
4,320
+101
+2% +$8.15K 0.11% 191
2023
Q4 		$329K Sell
4,219
-31
-0.7% -$2.31K 0.13% 170
2023
Q3 		$308K Sell
4,250
-717
-14% -$53.5K 0.13% 163
2023
Q2 		$369K Buy
4,967
+5
+0.1% +$365 0.15% 154
2023
Q1 		$361K Sell
4,962
-520
-9% -$37.4K 0.18% 127
2022
Q4 		$395K Buy
5,482
+2
+0% +$142 0.18% 125
2022
Q3 		$362K Buy
5,480
+109
+2% +$7.86K 0.18% 125
2022
Q2 		$377K Sell
5,371
-158
-3% -$11.6K 0.19% 122
2022
Q1 		$429K Buy
5,529
+1,160
+27% +$87.8K 0.19% 122
2021
Q4 		$353K Buy
4,369
+52
+1% +$4.03K 0.14% 162
2021
Q3 		$317K Buy
4,317
+195
+5% +$14.9K 0.15% 154
2021
Q2 		$303K Sell
4,122
-1,026
-20% -$74.1K 0.14% 171
2021
Q1 		$370K Sell
5,148
-272
-5% -$18.4K 0.18% 125
2020
Q4 		$368K Buy
5,420
+390
+8% +$25.7K 0.21% 111
2020
Q3 		$323K Buy
+5,030
New +$319K 0.19% 104

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Founders Financial Alliance's USMV Position: Q2 2026 in Review

Founders Financial Alliance increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 10% in Q2 2026, buying an estimated $25.5K and bringing the position to 2,908 shares worth $281K. The position accounts for 0.04% of the portfolio, ranked #358.

Founders Financial Alliance first reported a position in USMV in Q3 2020 and has held it in 24 quarters since. The position peaked at $429K in Q1 2022. 1,370 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Founders Financial Alliance held 2,908 shares of iShares MSCI USA Min Vol Factor ETF worth $281K as of Q2 2026.
  • Founders Financial Alliance bought 269 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $25.5K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.04% of Founders Financial Alliance's portfolio in Q2 2026, its #358 holding.
  • Founders Financial Alliance first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's iShares MSCI USA Min Vol Factor ETF position peaked at $429K in Q1 2022.
  • 1,370 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.