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Fourth Dimension Wealth’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Fourth Dimension Wealth’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 		$55.1K Buy
+571
New +$54.2K 0.02% 260
2025
Q1 		– Sell
-169
Closed -$15K – 665
2024
Q4 		$15K Buy
+169
New +$15.5K 0.01% 364

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

Fourth Dimension Wealth's USMV Position: Q2 2026 in Review

Fourth Dimension Wealth opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 571 shares worth $55.1K. The stake represents 0.02% of the portfolio and ranks #260 among its holdings. This is a return to the name: Fourth Dimension Wealth previously reported a position in USMV as recently as Q4 2024.

Fourth Dimension Wealth first reported a position in USMV in Q4 2024 and has held it in 2 quarters since. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Fourth Dimension Wealth held 571 shares of iShares MSCI USA Min Vol Factor ETF worth $55.1K as of Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF was a new Fourth Dimension Wealth position in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.02% of Fourth Dimension Wealth's portfolio in Q2 2026, its #260 holding.
  • Fourth Dimension Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 2 quarters since.
  • 1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.