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

Country Trust 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	$6.17K	Buy	64 +28	+78%	+$2.66K	﹤0.01%	401
2026 Q1	$3.34K	Hold	36	–	–	﹤0.01%	431
2025 Q4	$3.39K	Hold	36	–	–	﹤0.01%	462
2025 Q3	$3.42K	Hold	36	–	–	﹤0.01%	475
2025 Q2	$3.38K	Hold	36	–	–	﹤0.01%	416
2025 Q1	$3.37K	Sell	36 -3	-8%	-$276	﹤0.01%	301
2024 Q4	$3.46K	Buy	39 +36	+1,200%	+$3.3K	﹤0.01%	293
2024 Q3	$274	Hold	3	–	–	﹤0.01%	351
2024 Q2	$252	Buy	+3	New	+$247	﹤0.01%	349
2023 Q1	–	Sell	-645	Closed	-$46.5K	–	318
2022 Q4	$46.5K	Sell	645 -978	-60%	-$69.6K	﹤0.01%	174
2022 Q3	$107K	Buy	1,623 +929	+134%	+$67K	﹤0.01%	139
2022 Q2	$49K	Sell	694 -4	-0.6%	-$293	﹤0.01%	188
2022 Q1	$54K	Hold	698	–	–	﹤0.01%	198
2021 Q4	$56K	Hold	698	–	–	﹤0.01%	210
2021 Q3	$51K	Buy	698 +649	+1,324%	+$49.4K	﹤0.01%	210
2021 Q2	$4K	Hold	49	–	–	﹤0.01%	373
2021 Q1	$3K	Buy	+49	New	+$3.31K	﹤0.01%	345
2018 Q3	–	Sell	-122	Closed	-$6K	–	355
2018 Q2	$6K	Buy	+122	New	+$6.42K	﹤0.01%	235

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

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Country Trust Bank's USMV Position: Q2 2026 in Review

Country Trust Bank increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 78% in Q2 2026, buying an estimated $2.66K and bringing the position to 64 shares worth $6.17K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Country Trust Bank first reported a position in USMV in Q2 2018 and has held it in 18 quarters since. The position peaked at $107K in Q3 2022. 651 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Country Trust Bank held 64 shares of iShares MSCI USA Min Vol Factor ETF worth $6.17K as of Q2 2026.
Country Trust Bank bought 28 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $2.66K.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Country Trust Bank's portfolio in Q2 2026, its #401 holding.
Country Trust Bank first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2018 and has held it in 18 quarters since.
Country Trust Bank's iShares MSCI USA Min Vol Factor ETF position peaked at $107K in Q3 2022.
651 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Country Trust Bank's 13F filing for Q2 2026, filed 15 Jul 2026.