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

Founders Financial Securities’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 		$14.7M Buy
152,510
+2,025
+1% +$192K 0.75% 26
2026
Q1 		$14.1M Sell
150,485
-31,283
-17% -$2.97M 0.8% 25
2025
Q4 		$17.1M Buy
181,768
+8,365
+5% +$788K 1.01% 20
2025
Q3 		$16.5M Buy
173,403
+6,603
+4% +$618K 1.12% 19
2025
Q2 		$15.7M Buy
166,800
+64,115
+62% +$5.9M 1.19% 17
2025
Q1 		$9.36M Sell
102,685
-361
-0.4% -$33.2K 0.79% 31
2024
Q4 		$9.15M Sell
103,046
-39,870
-28% -$3.66M 0.83% 31
2024
Q3 		$13M Buy
142,916
+38,602
+37% +$3.4M 1.2% 19
2024
Q2 		$8.76M Sell
104,314
-868
-0.8% -$71.5K 0.83% 34
2024
Q1 		$8.79M Buy
105,182
+78,772
+298% +$6.36M 0.92% 30
2023
Q4 		$2.06M Sell
26,410
-58,998
-69% -$4.4M 0.23% 84
2023
Q3 		$6.18M Buy
85,408
+3,758
+5% +$280K 0.8% 32
2023
Q2 		$6.07M Buy
81,650
+35,514
+77% +$2.6M 0.8% 32
2023
Q1 		$3.36M Sell
46,136
-9,038
-16% -$650K 0.48% 52
2022
Q4 		$3.98M Buy
55,174
+8,262
+18% +$588K 0.63% 36
2022
Q3 		$3.1M Sell
46,912
-30,522
-39% -$2.2M 0.55% 36
2022
Q2 		$5.44M Sell
77,434
-11,345
-13% -$831K 1.06% 21
2022
Q1 		$6.89M Buy
88,779
+18,853
+27% +$1.43M 1.22% 17
2021
Q4 		$5.66M Sell
69,926
-11,501
-14% -$891K 1.02% 17
2021
Q3 		$5.99M Buy
81,427
+28,339
+53% +$2.16M 1.2% 16
2021
Q2 		$3.91M Sell
53,088
-577
-1% -$41.7K 0.78% 25
2021
Q1 		$3.71M Sell
53,665
-32,969
-38% -$2.23M 0.86% 24
2020
Q4 		$5.88M Sell
86,634
-15,178
-15% -$999K 1.41% 18
2020
Q3 		$6.49M Buy
101,812
+25,073
+33% +$1.59M 2.07% 14
2020
Q2 		$4.65M Buy
76,739
+33,938
+79% +$2.01M 1.51% 17
2020
Q1 		$2.31M Sell
42,801
-71,877
-63% -$4.56M 0.86% 17
2019
Q4 		$7.52M Buy
114,678
+66,878
+140% +$4.3M 2.54% 16
2019
Q3 		$3.06M Buy
+47,800
New +$3.03M 0.98% 30

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 Securities's USMV Position: Q2 2026 in Review

Founders Financial Securities increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.3% in Q2 2026, buying an estimated $192K and bringing the position to 152,510 shares worth $14.7M. The position accounts for 0.75% of the portfolio, ranked #26.

Founders Financial Securities first reported a position in USMV in Q3 2019 and has held it in 28 quarters since. The position peaked at $17.1M in Q4 2025. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Founders Financial Securities held 152,510 shares of iShares MSCI USA Min Vol Factor ETF worth $14.7M as of Q2 2026.
  • Founders Financial Securities bought 2,025 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $192K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.75% of Founders Financial Securities's portfolio in Q2 2026, its #26 holding.
  • Founders Financial Securities first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and has held it in 28 quarters since.
  • Founders Financial Securities's iShares MSCI USA Min Vol Factor ETF position peaked at $17.1M in Q4 2025.
  • 1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.