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

Berkshire 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	$14.8M	Buy	153,496 +2,264	+1%	+$215K	2.86%	10
2026 Q1	$14M	Buy	151,232 +4,325	+3%	+$411K	2.88%	8
2025 Q4	$13.8M	Buy	146,907 +10,964	+8%	+$1.03M	2.81%	10
2025 Q3	$12.9M	Buy	135,943 +8,267	+6%	+$774K	2.78%	9
2025 Q2	$12M	Buy	127,676 +8,804	+7%	+$810K	2.74%	8
2025 Q1	$11.1M	Buy	118,872 +9,398	+9%	+$865K	2.71%	7
2024 Q4	$9.72M	Buy	109,474 +10,593	+11%	+$972K	2.26%	9
2024 Q3	$9.03M	Buy	98,881 +34,326	+53%	+$3.03M	2.12%	9
2024 Q2	$5.42M	Buy	64,555 +297	+0.5%	+$24.5K	1.36%	15
2024 Q1	$5.37M	Buy	64,258 +3,282	+5%	+$265K	1.33%	15
2023 Q4	$4.76M	Buy	60,976 +7,676	+14%	+$573K	1.26%	18
2023 Q3	$3.86M	Buy	53,300 +6,072	+13%	+$453K	1.11%	21
2023 Q2	$3.51M	Buy	47,228 +28,447	+151%	+$2.08M	0.97%	26
2023 Q1	$1.37M	Buy	+18,781	New	+$1.35M	0.41%	55

Other funds holding USMV

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

Berkshire Bank's USMV Position: Q2 2026 in Review

Berkshire Bank increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.5% in Q2 2026, buying an estimated $215K and bringing the position to 153,496 shares worth $14.8M. The position accounts for 2.86% of the portfolio, ranked #10.

Berkshire Bank first reported a position in USMV in Q1 2023 and has held it in 14 quarters since. 257 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Berkshire Bank held 153,496 shares of iShares MSCI USA Min Vol Factor ETF worth $14.8M as of Q2 2026.
Berkshire Bank bought 2,264 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $215K.
iShares MSCI USA Min Vol Factor ETF made up 2.86% of Berkshire Bank's portfolio in Q2 2026, its #10 holding.
Berkshire Bank first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2023 and has held it in 14 quarters since.
257 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.