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

First Citizens 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	$1.3M	Sell	13,454 -6,774	-33%	-$643K	0.02%	281
2026 Q1	$1.88M	Sell	20,228 -4,428	-18%	-$421K	0.04%	219
2025 Q4	$2.32M	Sell	24,656 -126	-0.5%	-$11.9K	0.05%	178
2025 Q3	$2.36M	Sell	24,782 -152	-0.6%	-$14.2K	0.05%	174
2025 Q2	$2.34M	Sell	24,934 -13,488	-35%	-$1.24M	0.04%	171
2025 Q1	$3.6M	Sell	38,422 -3	-0%	-$276	0.09%	135
2024 Q4	$3.41M	Sell	38,425 -8,466	-18%	-$777K	0.06%	135
2024 Q3	$4.28M	Sell	46,891 -4,193	-8%	-$370K	0.09%	125
2024 Q2	$4.29M	Sell	51,084 -2,880	-5%	-$237K	0.08%	113
2024 Q1	$4.51M	Sell	53,964 -22,784	-30%	-$1.84M	0.09%	116
2023 Q4	$5.99M	Sell	76,748 -1,617,446	-95%	-$121M	0.11%	82
2023 Q3	$123M	Sell	1,694,194 -1,539,032	-48%	-$115M	2.39%	10
2023 Q2	$240M	Sell	3,233,226 -14,022	-0.4%	-$1.02M	4.42%	7
2023 Q1	$236M	Sell	3,247,248 -2,213,396	-41%	-$159M	4.71%	7
2022 Q4	$394M	Buy	5,460,644 +542,516	+11%	+$38.6M	11.93%	2
2022 Q3	$325M	Buy	+4,918,128	New	+$355M	10.67%	3

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

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

First Citizens Bank & Trust reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 33% in Q2 2026, selling an estimated $643K and leaving 13,454 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #281.

First Citizens Bank & Trust first reported a position in USMV in Q3 2022 and has held it in 16 quarters since. The position peaked at $394M in Q4 2022. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

First Citizens Bank & Trust held 13,454 shares of iShares MSCI USA Min Vol Factor ETF worth $1.3M as of Q2 2026.
First Citizens Bank & Trust sold 6,774 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $643K.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of First Citizens Bank & Trust's portfolio in Q2 2026, its #281 holding.
First Citizens Bank & Trust first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2022 and has held it in 16 quarters since.
First Citizens Bank & Trust's iShares MSCI USA Min Vol Factor ETF position peaked at $394M in Q4 2022.
1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

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