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 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

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

Midwest Trust's USMV Position: Q2 2026 in Review

Midwest Trust increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 387% in Q2 2026, buying an estimated $2.58M and bringing the position to 34,214 shares worth $3.3M. The position accounts for 0.04% of the portfolio, ranked #247.

Midwest Trust first reported a position in USMV in Q2 2025 and has held it in 5 quarters since. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Midwest Trust held 34,214 shares of iShares MSCI USA Min Vol Factor ETF worth $3.3M as of Q2 2026.
Midwest Trust bought 27,183 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $2.58M.
iShares MSCI USA Min Vol Factor ETF made up 0.04% of Midwest Trust's portfolio in Q2 2026, its #247 holding.
Midwest Trust first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2025 and has held it in 5 quarters since.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.