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

First United 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
2024
Q2 		– Sell
-40
Closed -$3.34K – 417
2024
Q1 		$3.34K Hold
40
– – ﹤0.01% 389
2023
Q4 		$3.12K Buy
+40
New +$2.98K ﹤0.01% 407

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RJA
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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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

First United Bank & Trust's USMV Position: Q2 2024 in Review

First United Bank & Trust sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2024, closing a stake of 40 shares — an estimated $3.34K sold.

First United Bank & Trust first reported a position in USMV in Q4 2023 and held it in 2 quarters. The position peaked at $3.34K in Q1 2024. 1,163 funds tracked by Wall St. Rank hold USMV as of Q2 2024.

  • First United Bank & Trust reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
  • First United Bank & Trust sold 40 iShares MSCI USA Min Vol Factor ETF shares in Q2 2024, an estimated $3.34K.
  • First United Bank & Trust first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and held it in 2 quarters.
  • First United Bank & Trust's iShares MSCI USA Min Vol Factor ETF position peaked at $3.34K in Q1 2024.
  • 1,163 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2024.

Based on First United Bank & Trust's 13F filing for Q2 2024, filed 12 Aug 2024.