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

Crews Bank & Trust’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	$21.7K	Sell	225 -195	-46%	-$18.5K	﹤0.01%	473
2026 Q1	$39K	Hold	420	–	–	0.01%	402
2025 Q4	$39.5K	Hold	420	–	–	0.01%	388
2025 Q3	$40K	Hold	420	–	–	0.01%	392
2025 Q2	$39.4K	Sell	420 -100	-19%	-$9.2K	0.01%	382
2025 Q1	$48.7K	Hold	520	–	–	0.01%	344
2024 Q4	$46.2K	Buy	+520	New	+$47.7K	0.01%	354

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

Crews Bank & Trust's USMV Position: Q2 2026 in Review

Crews Bank & Trust reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 46% in Q2 2026, selling an estimated $18.5K and leaving 225 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Crews Bank & Trust first reported a position in USMV in Q4 2024 and has held it in 7 quarters since. The position peaked at $48.7K in Q1 2025. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Crews Bank & Trust held 225 shares of iShares MSCI USA Min Vol Factor ETF worth $21.7K as of Q2 2026.
Crews Bank & Trust sold 195 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $18.5K.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #473 holding.
Crews Bank & Trust first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's iShares MSCI USA Min Vol Factor ETF position peaked at $48.7K in Q1 2025.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.