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

Glenview 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
Q1 		$472K Sell
5,088
-529
-9% -$50.2K 0.01% 369
2025
Q4 		$529K Sell
5,617
-175
-3% -$16.5K 0.01% 359
2025
Q3 		$551K Sell
5,792
-598
-9% -$56K 0.01% 362
2025
Q2 		$600K Buy
6,390
+425
+7% +$39.1K 0.01% 352
2025
Q1 		$559K Buy
5,965
+634
+12% +$58.3K 0.01% 343
2024
Q4 		$473K Sell
5,331
-452
-8% -$41.5K 0.01% 363
2024
Q3 		$528K Sell
5,783
-1,820
-24% -$160K 0.01% 351
2024
Q2 		$638K Sell
7,603
-1,943
-20% -$160K 0.01% 310
2024
Q1 		$798K Buy
9,546
+368
+4% +$29.7K 0.02% 280
2023
Q4 		$716K Buy
9,178
+5,546
+153% +$414K 0.02% 288
2023
Q3 		$263K Sell
3,632
-2,192
-38% -$163K 0.01% 400
2023
Q2 		$433K Buy
+5,824
New +$426K 0.01% 339
2022
Q3 		– Sell
-2,925
Closed -$205K – 416
2022
Q2 		$205K Hold
2,925
– – 0.01% 396
2022
Q1 		$227K Hold
2,925
– – 0.01% 395
2021
Q4 		$237K Hold
2,925
– – 0.01% 389
2021
Q3 		$215K Hold
2,925
– – 0.01% 385
2021
Q2 		$215K Hold
2,925
– – 0.01% 390
2021
Q1 		$202K Sell
2,925
-870
-23% -$58.8K 0.01% 385
2020
Q4 		$258K Buy
+3,795
New +$250K 0.01% 314
2020
Q1 		– Sell
-3,277
Closed -$215K – 343
2019
Q4 		$215K Buy
+3,277
New +$210K 0.01% 327

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Glenview Trust's USMV Position: Q1 2026 in Review

Glenview Trust reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 9.4% in Q1 2026, selling an estimated $50.2K and leaving 5,088 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #369.

Glenview Trust first reported a position in USMV in Q4 2019 and has held it in 20 quarters since. The position peaked at $798K in Q1 2024. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Glenview Trust held 5,088 shares of iShares MSCI USA Min Vol Factor ETF worth $472K as of Q1 2026.
  • Glenview Trust sold 529 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $50.2K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of Glenview Trust's portfolio in Q1 2026, its #369 holding.
  • Glenview Trust first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 20 quarters since.
  • Glenview Trust's iShares MSCI USA Min Vol Factor ETF position peaked at $798K in Q1 2024.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.