Frederick Financial Consultants’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Frederick Financial Consultants’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	$230K	Buy	2,389 +39	+2%	+$3.7K	0.1%	111
2026 Q1	$218K	Hold	2,350	–	–	0.11%	97
2025 Q4	$221K	Hold	2,350	–	–	0.12%	103
2025 Q3	$224K	Hold	2,350	–	–	0.13%	102
2025 Q2	$221K	Sell	2,350 -87	-4%	-$8.01K	0.14%	96
2025 Q1	$228K	Sell	2,437 -40	-2%	-$3.68K	0.16%	84
2024 Q4	$220K	Buy	+2,477	New	+$227K	0.18%	79

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Frederick Financial Consultants's USMV Position: Q2 2026 in Review

Frederick Financial Consultants increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.7% in Q2 2026, buying an estimated $3.7K and bringing the position to 2,389 shares worth $230K. The position accounts for 0.1% of the portfolio, ranked #111.

Frederick Financial Consultants first reported a position in USMV in Q4 2024 and has held it in 7 quarters since. 1,378 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Frederick Financial Consultants held 2,389 shares of iShares MSCI USA Min Vol Factor ETF worth $230K as of Q2 2026.
Frederick Financial Consultants bought 39 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $3.7K.
iShares MSCI USA Min Vol Factor ETF made up 0.1% of Frederick Financial Consultants's portfolio in Q2 2026, its #111 holding.
Frederick Financial Consultants first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
1,378 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Frederick Financial Consultants's 13F filing for Q2 2026, filed 14 Aug 2026.