MT
USMV icon

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

Midwest 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 		$652K Sell
7,031
-339
-5% -$32.2K 0.01% 393
2025
Q4 		$694K Buy
7,370
+523
+8% +$49.3K 0.01% 388
2025
Q3 		$651K Sell
6,847
-967
-12% -$90.6K 0.01% 390
2025
Q2 		$734K Buy
+7,814
New +$719K 0.01% 377

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 $5.28B AUM 21.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Midwest Trust's USMV Position: Q1 2026 in Review

Midwest Trust reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 4.6% in Q1 2026, selling an estimated $32.2K and leaving 7,031 shares worth $652K. The position accounts for 0.01% of the portfolio, ranked #393.

Midwest Trust first reported a position in USMV in Q2 2025 and has held it in 4 quarters since. The position peaked at $734K in Q2 2025. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Midwest Trust held 7,031 shares of iShares MSCI USA Min Vol Factor ETF worth $652K as of Q1 2026.
  • Midwest Trust sold 339 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $32.2K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of Midwest Trust's portfolio in Q1 2026, its #393 holding.
  • Midwest Trust first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • Midwest Trust's iShares MSCI USA Min Vol Factor ETF position peaked at $734K in Q2 2025.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.