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 Q3	$2.47M	Sell	25,299 -8,915	-26%	-$883K	0.03%	279
2026 Q2	$3.3M	Buy	34,214 +27,183	+387%	+$2.58M	0.04%	247
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Midwest Trust's USMV Position: Q3 2026 in Review

Midwest Trust reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 26% in Q3 2026, selling an estimated $883K and leaving 25,299 shares worth $2.47M. The position accounts for 0.03% of the portfolio, ranked #279.

Midwest Trust first reported a position in USMV in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.3M in Q2 2026. 448 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Midwest Trust held 25,299 shares of iShares MSCI USA Min Vol Factor ETF worth $2.47M as of Q3 2026.
Midwest Trust sold 8,915 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $883K.
iShares MSCI USA Min Vol Factor ETF made up 0.03% of Midwest Trust's portfolio in Q3 2026, its #279 holding.
Midwest Trust first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's iShares MSCI USA Min Vol Factor ETF position peaked at $3.3M in Q2 2026.
448 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.