First American Trust’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

First American 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 Q1	–	Sell	-3,171	Closed	-$282K	–	250
2024 Q4	$282K	Buy	+3,171	New	+$291K	0.03%	192
2021 Q1	–	Sell	-2,960	Closed	-$201K	–	162
2020 Q4	$201K	Buy	+2,960	New	+$195K	0.03%	148

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First American Trust's USMV Position: Q1 2025 in Review

First American Trust sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2025, closing a stake of 3,171 shares — an estimated $282K sold.

First American Trust first reported a position in USMV in Q4 2020 and held it in 2 quarters. The position peaked at $282K in Q4 2024. 1,298 funds tracked by Wall St. Rank hold USMV as of Q1 2025.

First American Trust reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
First American Trust sold 3,171 iShares MSCI USA Min Vol Factor ETF shares in Q1 2025, an estimated $282K.
First American Trust first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and held it in 2 quarters.
First American Trust's iShares MSCI USA Min Vol Factor ETF position peaked at $282K in Q4 2024.
1,298 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2025.

Based on First American Trust's 13F filing for Q1 2025, filed 12 May 2025.