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 Q2	$178K	Sell	1,850 -1,133	-38%	-$108K	0.01%	376
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 $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

NBT Bank's USMV Position: Q2 2026 in Review

NBT Bank reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 38% in Q2 2026, selling an estimated $108K and leaving 1,850 shares worth $178K. The position accounts for 0.01% of the portfolio, ranked #376.

NBT Bank first reported a position in USMV in Q4 2023 and has held it in 11 quarters since. The position peaked at $331K in Q3 2024. 1,378 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

NBT Bank held 1,850 shares of iShares MSCI USA Min Vol Factor ETF worth $178K as of Q2 2026.
NBT Bank sold 1,133 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $108K.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of NBT Bank's portfolio in Q2 2026, its #376 holding.
NBT Bank first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
NBT Bank's iShares MSCI USA Min Vol Factor ETF position peaked at $331K in Q3 2024.
1,378 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.