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Fulton Bank’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Fulton Bank’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
Q2 		– Sell
-3,609
Closed -$338K – 692
2025
Q1 		$338K Buy
3,609
+154
+4% +$14.2K 0.01% 500
2024
Q4 		$307K Buy
3,455
+73
+2% +$6.7K 0.01% 535
2024
Q3 		$309K Buy
3,382
+858
+34% +$75.6K 0.01% 538
2024
Q2 		$212K Buy
+2,524
New +$208K 0.01% 597

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fulton Bank's USMV Position: Q2 2025 in Review

Fulton Bank sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2025, closing a stake of 3,609 shares — an estimated $338K sold.

Fulton Bank first reported a position in USMV in Q2 2024 and held it in 4 quarters. The position peaked at $338K in Q1 2025. 1,300 funds tracked by Wall St. Rank hold USMV as of Q2 2025.

  • Fulton Bank reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Fulton Bank sold 3,609 iShares MSCI USA Min Vol Factor ETF shares in Q2 2025, an estimated $338K.
  • Fulton Bank first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2024 and held it in 4 quarters.
  • Fulton Bank's iShares MSCI USA Min Vol Factor ETF position peaked at $338K in Q1 2025.
  • 1,300 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2025.

Based on Fulton Bank's 13F filing for Q2 2025, filed 10 Jul 2025.