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Bangor Savings Bank’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bangor Savings Bank’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 		$112K Sell
1,164
-233
-17% -$22.1K 0.01% 237
2026
Q1 		$130K Hold
1,397
– – 0.01% 223
2025
Q4 		$132K Hold
1,397
– – 0.01% 222
2025
Q3 		$133K Buy
1,397
+600
+75% +$56.2K 0.01% 226
2025
Q2 		$74.8K Hold
797
– – 0.01% 270
2025
Q1 		$74.6K Hold
797
– – 0.01% 263
2024
Q4 		$70.8K Hold
797
– – 0.01% 271
2024
Q3 		$72.8K Sell
797
-64
-7% -$5.64K 0.01% 273
2024
Q2 		$72.3K Sell
861
-146
-14% -$12K 0.01% 265
2024
Q1 		$84.2K Buy
1,007
+50
+5% +$4.03K 0.01% 255
2023
Q4 		$74.7K Sell
957
-339
-26% -$25.3K 0.01% 266
2023
Q3 		$93.8K Sell
1,296
-242
-16% -$18K 0.01% 247
2023
Q2 		$114K Buy
1,538
+959
+166% +$70.1K 0.01% 236
2023
Q1 		$42.1K Hold
579
– – 0.01% 314
2022
Q4 		$42K Buy
579
+242
+72% +$17.2K 0.01% 315
2022
Q3 		$22K Buy
+337
New +$24.3K ﹤0.01% 368

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Bangor Savings Bank's USMV Position: Q2 2026 in Review

Bangor Savings Bank reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 17% in Q2 2026, selling an estimated $22.1K and leaving 1,164 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #237.

Bangor Savings Bank first reported a position in USMV in Q3 2022 and has held it in 16 quarters since. The position peaked at $133K in Q3 2025. 257 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Bangor Savings Bank held 1,164 shares of iShares MSCI USA Min Vol Factor ETF worth $112K as of Q2 2026.
  • Bangor Savings Bank sold 233 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $22.1K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of Bangor Savings Bank's portfolio in Q2 2026, its #237 holding.
  • Bangor Savings Bank first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2022 and has held it in 16 quarters since.
  • Bangor Savings Bank's iShares MSCI USA Min Vol Factor ETF position peaked at $133K in Q3 2025.
  • 257 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Bangor Savings Bank's 13F filing for Q2 2026, filed 6 Jul 2026.