Indiana Trust & Investment Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Indiana Trust & Investment Management’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	–	Sell	-70	Closed	-$6.49K	–	494
2026 Q1	$6.49K	Buy	+70	New	+$6.65K	﹤0.01%	424
2025 Q3	–	Sell	-170	Closed	-$16K	–	488
2025 Q2	$16K	Hold	170	–	–	0.01%	364
2025 Q1	$15.9K	Hold	170	–	–	0.01%	360
2024 Q4	$15.1K	Sell	170 -641	-79%	-$58.8K	0.01%	365
2024 Q3	$74.1K	Hold	811	–	–	0.03%	257
2024 Q2	$68.1K	Hold	811	–	–	0.03%	255
2024 Q1	$67.8K	Buy	811 +641	+377%	+$51.7K	0.03%	254
2023 Q4	$13.3K	Hold	170	–	–	0.01%	339
2023 Q3	$12.3K	Buy	+170	New	+$12.7K	0.01%	344

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

Indiana Trust & Investment Management's USMV Position: Q2 2026 in Review

Indiana Trust & Investment Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 70 shares — an estimated $6.49K sold.

Indiana Trust & Investment Management first reported a position in USMV in Q3 2023 and held it in 9 quarters. The position peaked at $74.1K in Q3 2024. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Indiana Trust & Investment Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Indiana Trust & Investment Management sold 70 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $6.49K.
Indiana Trust & Investment Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2023 and held it in 9 quarters.
Indiana Trust & Investment Management's iShares MSCI USA Min Vol Factor ETF position peaked at $74.1K in Q3 2024.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.