NBT Bank’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

NBT Bank’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	$277K	Buy	2,983 +1,089	+57%	+$103K	0.02%	339
2025 Q4	$281K	Sell	1,894 -1	-0.1%	-$94	0.02%	336
2025 Q3	$294K	Sell	1,895 -1,195	-39%	-$112K	0.02%	330
2025 Q2	$290K	Sell	3,090 -279	-8%	-$25.7K	0.02%	328
2025 Q1	$316K	Sell	3,369 -122	-3%	-$11.2K	0.02%	318
2024 Q4	$310K	Sell	3,491 -130	-4%	-$11.9K	0.02%	321
2024 Q3	$331K	Buy	3,621 +2,126	+142%	+$187K	0.02%	328
2024 Q2	$126K	Sell	1,495 -247	-14%	-$20.4K	0.01%	376
2024 Q1	$148K	Sell	1,742 -152	-8%	-$12.3K	0.01%	375
2023 Q4	$180K	Buy	+1,894	New	+$141K	0.01%	367

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

NBT Bank's USMV Position: Q1 2026 in Review

NBT Bank increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 57% in Q1 2026, buying an estimated $103K and bringing the position to 2,983 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #339.

NBT Bank first reported a position in USMV in Q4 2023 and has held it in 10 quarters since. The position peaked at $331K in Q3 2024. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

NBT Bank held 2,983 shares of iShares MSCI USA Min Vol Factor ETF worth $277K as of Q1 2026.
NBT Bank bought 1,089 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $103K.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of NBT Bank's portfolio in Q1 2026, its #339 holding.
NBT Bank first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 10 quarters since.
NBT Bank's iShares MSCI USA Min Vol Factor ETF position peaked at $331K in Q3 2024.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.