Boston Trust Walden’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Boston Trust Walden’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	$267K	Hold	2,767	–	–	﹤0.01%	378
2026 Q1	$257K	Hold	2,767	–	–	﹤0.01%	371
2025 Q4	$261K	Hold	2,767	–	–	﹤0.01%	362
2025 Q3	$263K	Hold	2,767	–	–	﹤0.01%	370
2025 Q2	$260K	Hold	2,767	–	–	﹤0.01%	354
2025 Q1	$259K	Hold	2,767	–	–	﹤0.01%	356
2024 Q4	$246K	Hold	2,767	–	–	﹤0.01%	359
2024 Q3	$253K	Hold	2,767	–	–	﹤0.01%	356
2024 Q2	$232K	Hold	2,767	–	–	﹤0.01%	363
2024 Q1	$231K	Hold	2,767	–	–	﹤0.01%	359
2023 Q4	$216K	Hold	2,767	–	–	﹤0.01%	362
2023 Q3	$200K	Hold	2,767	–	–	﹤0.01%	358
2023 Q2	$206K	Buy	+2,767	New	+$202K	﹤0.01%	363

Other funds holding USMV

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Boston Trust Walden's USMV Position: Q2 2026 in Review

Boston Trust Walden held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 2,767 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Boston Trust Walden first reported a position in USMV in Q2 2023 and has held it in 13 quarters since. 680 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Boston Trust Walden held 2,767 shares of iShares MSCI USA Min Vol Factor ETF worth $267K as of Q2 2026.
Boston Trust Walden 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 Boston Trust Walden's portfolio in Q2 2026, its #378 holding.
Boston Trust Walden first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2023 and has held it in 13 quarters since.
680 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.