PFBT
USMV icon

Parkside Financial Bank & Trust’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Parkside Financial Bank & 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 		$142K Buy
1,473
+74
+5% +$7.02K 0.01% 608
2026
Q1 		$130K Hold
1,399
– – 0.01% 589
2025
Q4 		$132K Hold
1,399
– – 0.01% 593
2025
Q3 		$133K Hold
1,399
– – 0.01% 565
2025
Q2 		$131K Hold
1,399
– – 0.01% 559
2025
Q1 		$131K Sell
1,399
-611
-30% -$56.2K 0.02% 488
2024
Q4 		$178K Buy
2,010
+605
+43% +$55.5K 0.02% 403
2024
Q3 		$128K Hold
1,405
– – 0.02% 478
2024
Q2 		$118K Buy
1,405
+97
+7% +$7.99K 0.02% 474
2024
Q1 		$109K Sell
1,308
-69
-5% -$5.57K 0.02% 498
2023
Q4 		$107K Buy
1,377
+69
+5% +$5.15K 0.02% 456
2023
Q3 		$94.7K Hold
1,308
– – 0.02% 427
2023
Q2 		$97.2K Buy
1,308
+507
+63% +$37.1K 0.02% 419
2023
Q1 		$58.3K Buy
801
+245
+44% +$17.6K 0.02% 532
2022
Q4 		$40.1K Sell
556
-138
-20% -$9.82K 0.01% 644
2022
Q3 		$46K Sell
694
-1,147
-62% -$82.7K 0.01% 547
2022
Q2 		$129K Buy
1,841
+1,096
+147% +$80.2K 0.04% 287
2022
Q1 		$58K Buy
745
+138
+23% +$10.4K 0.02% 501
2021
Q4 		$49K Buy
+607
New +$47K 0.01% 539
2020
Q2 		– Sell
-498
Closed -$27K – 1705
2020
Q1 		$27K Hold
498
– – 0.01% 495
2019
Q4 		$33K Hold
498
– – 0.01% 523
2019
Q3 		$32K Buy
+498
New +$31.6K 0.01% 499
2016
Q4 		– Sell
-3,328
Closed -$151K – 1488
2016
Q3 		$151K Hold
3,328
– – 0.07% 177
2016
Q2 		$154K Hold
3,328
– – 0.08% 171
2016
Q1 		$146K Buy
+3,328
New +$138K 0.07% 179

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Parkside Financial Bank & Trust's USMV Position: Q2 2026 in Review

Parkside Financial Bank & Trust increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 5.3% in Q2 2026, buying an estimated $7.02K and bringing the position to 1,473 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #608.

Parkside Financial Bank & Trust first reported a position in USMV in Q1 2016 and has held it in 25 quarters since. The position peaked at $178K in Q4 2024. 1,380 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Parkside Financial Bank & Trust held 1,473 shares of iShares MSCI USA Min Vol Factor ETF worth $142K as of Q2 2026.
  • Parkside Financial Bank & Trust bought 74 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $7.02K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #608 holding.
  • Parkside Financial Bank & Trust first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2016 and has held it in 25 quarters since.
  • Parkside Financial Bank & Trust's iShares MSCI USA Min Vol Factor ETF position peaked at $178K in Q4 2024.
  • 1,380 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.