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

Missouri Trust & Investment Company’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	-373	Closed	-$34.6K	–	377
2026 Q1	$34.6K	Hold	373	–	–	0.01%	258
2025 Q4	$35.1K	Hold	373	–	–	0.01%	247
2025 Q3	$35.5K	Hold	373	–	–	0.01%	249
2025 Q2	$35K	Hold	373	–	–	0.01%	234
2025 Q1	$34.9K	Hold	373	–	–	0.01%	229
2024 Q4	$33.1K	Hold	373	–	–	0.01%	240
2024 Q3	$34.1K	Hold	373	–	–	0.01%	239
2024 Q2	$31.3K	Hold	373	–	–	0.01%	239
2024 Q1	$31.2K	Hold	373	–	–	0.01%	243
2023 Q4	$29.1K	Hold	373	–	–	0.01%	240
2023 Q3	$27K	Hold	373	–	–	0.01%	234
2023 Q2	$27.7K	Hold	373	–	–	0.02%	246
2023 Q1	$27.1K	Hold	373	–	–	0.02%	209
2022 Q4	$27K	Hold	373	–	–	0.02%	206
2022 Q3	$25K	Hold	373	–	–	0.02%	211
2022 Q2	$26K	Hold	373	–	–	0.02%	219
2022 Q1	$29K	Hold	373	–	–	0.02%	225
2021 Q4	$30K	Buy	+373	New	+$28.9K	0.02%	233

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

Missouri Trust & Investment Company's USMV Position: Q2 2026 in Review

Missouri Trust & Investment Company sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 373 shares — an estimated $34.6K sold.

Missouri Trust & Investment Company first reported a position in USMV in Q4 2021 and held it in 18 quarters. The position peaked at $35.5K in Q3 2025. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Missouri Trust & Investment Company reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Missouri Trust & Investment Company sold 373 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $34.6K.
Missouri Trust & Investment Company first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and held it in 18 quarters.
Missouri Trust & Investment Company's iShares MSCI USA Min Vol Factor ETF position peaked at $35.5K in Q3 2025.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q2 2026, filed 13 Aug 2026.