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

FineMark National 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
2025
Q4 		$335K Buy
3,556
+177
+5% +$16.7K 0.01% 369
2025
Q3 		$321K Sell
3,379
-68
-2% -$6.37K 0.01% 367
2025
Q2 		$324K Sell
3,447
-1,032
-23% -$95K 0.01% 367
2025
Q1 		$420K Buy
4,479
+125
+3% +$11.5K 0.02% 314
2024
Q4 		$387K Buy
4,354
+456
+12% +$41.8K 0.01% 318
2024
Q3 		$356K Sell
3,898
-331
-8% -$29.2K 0.01% 333
2024
Q2 		$355K Buy
4,229
+36
+0.9% +$2.97K 0.01% 325
2024
Q1 		$350K Sell
4,193
-3,086
-42% -$249K 0.01% 330
2023
Q4 		$568K Sell
7,279
-208
-3% -$15.5K 0.02% 263
2023
Q3 		$542K Sell
7,487
-554
-7% -$41.3K 0.02% 262
2023
Q2 		$598K Buy
8,041
+3,883
+93% +$284K 0.02% 260
2023
Q1 		$302K Sell
4,158
-249
-6% -$17.9K 0.01% 336
2022
Q4 		$318K Sell
4,407
-341
-7% -$24.3K 0.01% 313
2022
Q3 		$314K Buy
4,748
+570
+14% +$41.1K 0.02% 305
2022
Q2 		$293K Buy
4,178
+18
+0.4% +$1.32K 0.01% 343
2022
Q1 		$323K Sell
4,160
-256
-6% -$19.4K 0.01% 352
2021
Q4 		$357K Buy
4,416
+7
+0.2% +$542 0.01% 353
2021
Q3 		$324K Hold
4,409
– – 0.01% 347
2021
Q2 		$325K Hold
4,409
– – 0.01% 353
2021
Q1 		$305K Buy
+4,409
New +$298K 0.01% 353
2020
Q4 		– Sell
-4,901
Closed -$312K – 429
2020
Q3 		$312K Hold
4,901
– – 0.02% 300
2020
Q2 		$297K Sell
4,901
-152
-3% -$9.02K 0.02% 299
2020
Q1 		$273K Sell
5,053
-232
-4% -$14.7K 0.02% 283
2019
Q4 		$347K Sell
5,285
-667
-11% -$42.8K 0.02% 290
2019
Q3 		$382K Sell
5,952
-2,281
-28% -$145K 0.02% 273
2019
Q2 		$508K Buy
+8,233
New +$494K 0.03% 242

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

FineMark National Bank & Trust's USMV Position: Q4 2025 in Review

FineMark National Bank & Trust increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 5.2% in Q4 2025, buying an estimated $16.7K and bringing the position to 3,556 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #369.

FineMark National Bank & Trust first reported a position in USMV in Q2 2019 and has held it in 26 quarters since. The position peaked at $598K in Q2 2023. 1,373 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

  • FineMark National Bank & Trust held 3,556 shares of iShares MSCI USA Min Vol Factor ETF worth $335K as of Q4 2025.
  • FineMark National Bank & Trust bought 177 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $16.7K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of FineMark National Bank & Trust's portfolio in Q4 2025, its #369 holding.
  • FineMark National Bank & Trust first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2019 and has held it in 26 quarters since.
  • FineMark National Bank & Trust's iShares MSCI USA Min Vol Factor ETF position peaked at $598K in Q2 2023.
  • 1,373 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.