Front Row Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Front Row Advisors’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	$299K	Sell	2,970 -123	-4%	-$11.7K	0.09%	95
2026 Q1	$287K	Hold	3,093	–	–	0.1%	92
2025 Q4	$291K	Hold	3,093	–	–	0.1%	90
2025 Q3	$294K	Sell	3,093 -55	-2%	-$5.15K	0.1%	89
2025 Q2	$296K	Sell	3,148 -110	-3%	-$10.1K	0.1%	87
2025 Q1	$305K	Hold	3,258	–	–	0.12%	87
2024 Q4	$289K	Hold	3,258	–	–	0.1%	94
2024 Q3	$297K	Sell	3,258 -120	-4%	-$10.6K	0.11%	94
2024 Q2	$284K	Sell	3,378 -200	-6%	-$16.5K	0.1%	103
2024 Q1	$299K	Buy	3,578 +120	+3%	+$9.68K	0.11%	98
2023 Q4	$270K	Sell	3,458 -385	-10%	-$28.7K	0.12%	87
2023 Q3	$280K	Sell	3,843 -14	-0.4%	-$1.04K	0.13%	91
2023 Q2	$287K	Hold	3,857	–	–	0.13%	98
2023 Q1	$281K	Buy	3,857 +275	+8%	+$19.8K	0.13%	94
2022 Q4	$258K	Sell	3,582 -275	-7%	-$19.6K	0.13%	101
2022 Q3	$256K	Hold	3,857	–	–	0.13%	102
2022 Q2	$271K	Hold	3,857	–	–	0.13%	101
2022 Q1	$299K	Sell	3,857 -201	-5%	-$15.2K	0.12%	104
2021 Q4	$328K	Hold	4,058	–	–	0.12%	104
2021 Q3	$298K	Hold	4,058	–	–	0.13%	108
2021 Q2	$313K	Sell	4,058 -15	-0.4%	-$1.08K	0.13%	106
2021 Q1	$282K	Hold	4,073	–	–	0.14%	102
2020 Q4	$276K	Hold	4,073	–	–	0.14%	102
2020 Q3	$272K	Hold	4,073	–	–	0.14%	103
2020 Q2	$247K	Buy	4,073 +80	+2%	+$4.75K	0.15%	101
2020 Q1	$236K	Buy	3,993 +3,235	+427%	+$205K	0.16%	98
2019 Q4	$50K	Hold	758	–	–	0.03%	209
2019 Q3	$49K	Buy	758 +214	+39%	+$13.6K	0.03%	206
2019 Q2	$34K	Hold	544	–	–	0.02%	237
2019 Q1	$32K	Buy	544 +9	+2%	+$504	0.02%	244
2018 Q4	$28K	Buy	535 +75	+16%	+$4.12K	0.02%	253
2018 Q3	$25K	Hold	460	–	–	0.02%	274
2018 Q2	$25K	Hold	460	–	–	0.02%	308
2018 Q1	$24K	Buy	460 +56	+14%	+$2.96K	0.02%	312
2017 Q4	$21K	Buy	+404	New	+$21K	0.02%	336

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

Front Row Advisors's USMV Position: Q2 2026 in Review

Front Row Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 4% in Q2 2026, selling an estimated $11.7K and leaving 2,970 shares worth $299K. The position accounts for 0.09% of the portfolio, ranked #95.

Front Row Advisors first reported a position in USMV in Q4 2017 and has held it in 35 quarters since. The position peaked at $328K in Q4 2021. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Front Row Advisors held 2,970 shares of iShares MSCI USA Min Vol Factor ETF worth $299K as of Q2 2026.
Front Row Advisors sold 123 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $11.7K.
iShares MSCI USA Min Vol Factor ETF made up 0.09% of Front Row Advisors's portfolio in Q2 2026, its #95 holding.
Front Row Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2017 and has held it in 35 quarters since.
Front Row Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $328K in Q4 2021.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Front Row Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.