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

Legacy Private 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 		$2.97M Buy
30,776
+1,298
+4% +$123K 0.16% 100
2026
Q1 		$2.73M Sell
29,478
-13,245
-31% -$1.26M 0.17% 99
2025
Q4 		$4.02M Sell
42,723
-92
-0.2% -$8.67K 0.24% 84
2025
Q3 		$4.07M Sell
42,815
-951
-2% -$89.1K 0.24% 77
2025
Q2 		$4.11M Sell
43,766
-142
-0.3% -$13.1K 0.27% 73
2025
Q1 		$4.11M Hold
43,908
– – 0.28% 74
2024
Q4 		$3.9M Sell
43,908
-1,651
-4% -$151K 0.26% 78
2024
Q3 		$4.16M Sell
45,559
-113
-0.2% -$9.96K 0.28% 73
2024
Q2 		$3.83M Sell
45,672
-984
-2% -$81.1K 0.27% 74
2024
Q1 		$3.9M Sell
46,656
-1,608
-3% -$130K 0.29% 77
2023
Q4 		$3.77M Sell
48,264
-9,614
-17% -$717K 0.3% 76
2023
Q3 		$4.19M Buy
57,878
+723
+1% +$53.9K 0.36% 69
2023
Q2 		$4.25M Sell
57,155
-1,716
-3% -$125K 0.35% 68
2023
Q1 		$4.28M Sell
58,871
-2,387
-4% -$172K 0.37% 77
2022
Q4 		$4.42M Sell
61,258
-42
-0.1% -$2.99K 0.4% 73
2022
Q3 		$4.05M Sell
61,300
-6,948
-10% -$501K 0.38% 70
2022
Q2 		$4.79M Sell
68,248
-124,532
-65% -$9.12M 0.43% 65
2022
Q1 		$15M Sell
192,780
-51,745
-21% -$3.92M 1.16% 20
2021
Q4 		$19.8M Buy
244,525
+30,524
+14% +$2.36M 1.48% 15
2021
Q3 		$15.7M Buy
214,001
+40,307
+23% +$3.07M 1.27% 20
2021
Q2 		$12.8M Buy
173,694
+109,906
+172% +$7.94M 1.08% 23
2021
Q1 		$4.41M Sell
63,788
-8,199
-11% -$554K 0.4% 70
2020
Q4 		$4.89M Sell
71,987
-944
-1% -$62.1K 0.46% 58
2020
Q3 		$4.65M Sell
72,931
-9,350
-11% -$593K 0.48% 56
2020
Q2 		$4.99M Sell
82,281
-7,098
-8% -$421K 0.55% 56
2020
Q1 		$4.83M Buy
89,379
+727
+0.8% +$46.1K 0.63% 46
2019
Q4 		$5.82M Sell
88,652
-6,240
-7% -$401K 0.61% 49
2019
Q3 		$6.08M Buy
94,892
+790
+0.8% +$50.1K 0.68% 43
2019
Q2 		$5.81M Buy
94,102
+2,129
+2% +$128K 0.66% 44
2019
Q1 		$5.41M Sell
91,973
-1,467
-2% -$82.2K 0.64% 47
2018
Q4 		$4.9M Sell
93,440
-12,282
-12% -$675K 0.63% 45
2018
Q3 		$6.03M Sell
105,722
-3,472
-3% -$193K 0.68% 43
2018
Q2 		$5.8M Sell
109,194
-4,654
-4% -$245K 0.69% 41
2018
Q1 		$5.91M Sell
113,848
-7,820
-6% -$414K 0.69% 37
2017
Q4 		$6.42M Sell
121,668
-10,143
-8% -$526K 0.75% 33
2017
Q3 		$6.63M Sell
131,811
-4,555
-3% -$227K 0.81% 28
2017
Q2 		$6.67M Sell
136,366
-10,274
-7% -$500K 0.84% 27
2017
Q1 		$7M Sell
146,640
-131,241
-47% -$6.14M 0.9% 26
2016
Q4 		$12.6M Sell
277,881
-63,226
-19% -$2.82M 1.71% 10
2016
Q3 		$15.5M Sell
341,107
-27,196
-7% -$1.26M 2.11% 7
2016
Q2 		$17M Sell
368,303
-74,504
-17% -$3.31M 2.47% 5
2016
Q1 		$19.5M Sell
442,807
-43,394
-9% -$1.81M 2.93% 5
2015
Q4 		$20.3M Buy
486,201
+1,628
+0.3% +$67.8K 3.09% 5
2015
Q3 		$19.2M Buy
484,573
+22,549
+5% +$922K 3.03% 5
2015
Q2 		$18.6M Buy
462,024
+104,235
+29% +$4.31M 2.81% 4
2015
Q1 		$14.8M Sell
357,789
-120,404
-25% -$4.96M 2.17% 7
2014
Q4 		$19.4M Buy
478,193
+19,007
+4% +$748K 2.84% 4
2014
Q3 		$17.3M Buy
459,186
+9,040
+2% +$340K 2.64% 5
2014
Q2 		$16.8M Sell
450,146
-67,732
-13% -$2.48M 2.59% 7
2014
Q1 		$18.7M Sell
517,878
-84,120
-14% -$2.98M 3.26% 6
2013
Q4 		$21.4M Sell
601,998
-53,568
-8% -$1.86M 3.91% 5
2013
Q3 		$21.8M Buy
655,566
+40,549
+7% +$1.35M 4.61% 2
2013
Q2 		$20M Buy
+615,017
New +$20.4M 4.71% 1

Other funds holding USMV

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 $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Legacy Private Trust's USMV Position: Q2 2026 in Review

Legacy Private Trust increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 4.4% in Q2 2026, buying an estimated $123K and bringing the position to 30,776 shares worth $2.97M. The position accounts for 0.16% of the portfolio, ranked #100.

Legacy Private Trust first reported a position in USMV in Q2 2013 and has held it in 53 quarters since. The position peaked at $21.8M in Q3 2013. 589 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Legacy Private Trust held 30,776 shares of iShares MSCI USA Min Vol Factor ETF worth $2.97M as of Q2 2026.
  • Legacy Private Trust bought 1,298 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $123K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.16% of Legacy Private Trust's portfolio in Q2 2026, its #100 holding.
  • Legacy Private Trust first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2013 and has held it in 53 quarters since.
  • Legacy Private Trust's iShares MSCI USA Min Vol Factor ETF position peaked at $21.8M in Q3 2013.
  • 589 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.