FourThought Financial Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

FourThought Financial Partners’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	–	Sell	-5,441	Closed	-$512K	–	539
2025 Q4	$512K	Hold	5,441	–	–	0.04%	206
2025 Q3	$518K	Buy	+5,441	New	+$510K	0.05%	192
2023 Q2	–	Sell	-5,039	Closed	-$367K	–	344
2023 Q1	$367K	Hold	5,039	–	–	0.05%	221
2022 Q4	$363K	Buy	+5,039	New	+$359K	0.05%	226

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 $6.03B AUM 24.5% 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

FourThought Financial Partners's USMV Position: Q1 2026 in Review

FourThought Financial Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 5,441 shares — an estimated $512K sold.

FourThought Financial Partners first reported a position in USMV in Q4 2022 and held it in 4 quarters. The position peaked at $518K in Q3 2025. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

FourThought Financial Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
FourThought Financial Partners sold 5,441 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $512K.
FourThought Financial Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and held it in 4 quarters.
FourThought Financial Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $518K in Q3 2025.
1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.