Alpine Bank Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Alpine Bank Wealth Management’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	$3.96M	Sell	42,657 -4,708	-10%	-$447K	0.58%	29
2025 Q4	$4.46M	Sell	47,365 -1,508	-3%	-$142K	0.63%	26
2025 Q3	$4.65M	Sell	48,873 -17,115	-26%	-$1.6M	0.65%	26
2025 Q2	$6.19M	Buy	65,988 +11,152	+20%	+$1.03M	0.94%	15
2025 Q1	$5.14M	Buy	+54,836	New	+$5.05M	0.82%	19
2024 Q3	$30M	Buy	+328,317	New	+$28.9M	4.79%	7

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

Alpine Bank Wealth Management's USMV Position: Q1 2026 in Review

Alpine Bank Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 9.9% in Q1 2026, selling an estimated $447K and leaving 42,657 shares worth $3.96M. The position accounts for 0.58% of the portfolio, ranked #29.

Alpine Bank Wealth Management first reported a position in USMV in Q3 2024 and has held it in 6 quarters since. The position peaked at $30M in Q3 2024. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Alpine Bank Wealth Management held 42,657 shares of iShares MSCI USA Min Vol Factor ETF worth $3.96M as of Q1 2026.
Alpine Bank Wealth Management sold 4,708 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $447K.
iShares MSCI USA Min Vol Factor ETF made up 0.58% of Alpine Bank Wealth Management's portfolio in Q1 2026, its #29 holding.
Alpine Bank Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2024 and has held it in 6 quarters since.
Alpine Bank Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $30M in Q3 2024.
1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.