New Hampshire Trust’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

New Hampshire 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	$545K	Hold	5,645	–	–	0.1%	115
2026 Q1	$524K	Hold	5,645	–	–	0.11%	112
2025 Q4	$532K	Hold	5,645	–	–	0.1%	111
2025 Q3	$537K	Hold	5,645	–	–	0.1%	116
2025 Q2	$530K	Hold	5,645	–	–	0.11%	112
2025 Q1	$529K	Hold	5,645	–	–	0.12%	107
2024 Q4	$501K	Hold	5,645	–	–	0.11%	114
2024 Q3	$515K	Hold	5,645	–	–	0.11%	118
2024 Q2	$474K	Sell	5,645 -778	-12%	-$64.1K	0.11%	114
2024 Q1	$537K	Hold	6,423	–	–	0.13%	107
2023 Q4	$501K	Hold	6,423	–	–	0.12%	111
2023 Q3	$465K	Hold	6,423	–	–	0.13%	109
2023 Q2	$477K	Hold	6,423	–	–	0.12%	111
2023 Q1	$467K	Hold	6,423	–	–	0.13%	109
2022 Q4	$463K	Buy	+6,423	New	+$457K	0.12%	112

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

New Hampshire Trust's USMV Position: Q2 2026 in Review

New Hampshire Trust held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 5,645 shares worth $545K. The position accounts for 0.1% of the portfolio, ranked #115.

New Hampshire Trust first reported a position in USMV in Q4 2022 and has held it in 15 quarters since. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

New Hampshire Trust held 5,645 shares of iShares MSCI USA Min Vol Factor ETF worth $545K as of Q2 2026.
New Hampshire Trust left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.1% of New Hampshire Trust's portfolio in Q2 2026, its #115 holding.
New Hampshire Trust first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on New Hampshire Trust's 13F filing for Q2 2026, filed 27 Jul 2026.