Atlantic Union Bankshares’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Atlantic Union Bankshares’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	$86.3K	Hold	895	–	–	﹤0.01%	820
2026 Q1	$83K	Hold	895	–	–	﹤0.01%	792
2025 Q4	$84.3K	Sell	895 -25	-3%	-$2.35K	﹤0.01%	799
2025 Q3	$87.5K	Buy	920 +25	+3%	+$2.34K	﹤0.01%	794
2025 Q2	$84K	Buy	+895	New	+$82.4K	﹤0.01%	579

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

Atlantic Union Bankshares's USMV Position: Q2 2026 in Review

Atlantic Union Bankshares held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 895 shares worth $86.3K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Atlantic Union Bankshares first reported a position in USMV in Q2 2025 and has held it in 5 quarters since. The position peaked at $87.5K in Q3 2025. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Atlantic Union Bankshares held 895 shares of iShares MSCI USA Min Vol Factor ETF worth $86.3K as of Q2 2026.
Atlantic Union Bankshares left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #820 holding.
Atlantic Union Bankshares first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2025 and has held it in 5 quarters since.
Atlantic Union Bankshares's iShares MSCI USA Min Vol Factor ETF position peaked at $87.5K in Q3 2025.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.