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 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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $424B AUM 22.96% 1-Year Est. Return

Parkside Financial Bank & Trust's USMV Position: Q1 2026 in Review

Parkside Financial Bank & Trust held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 1,399 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #589.

Parkside Financial Bank & Trust first reported a position in USMV in Q1 2016 and has held it in 24 quarters since. The position peaked at $178K in Q4 2024. 1,365 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Parkside Financial Bank & Trust held 1,399 shares of iShares MSCI USA Min Vol Factor ETF worth $130K as of Q1 2026.
Parkside Financial Bank & Trust left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #589 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 24 quarters since.
Parkside Financial Bank & Trust's iShares MSCI USA Min Vol Factor ETF position peaked at $178K in Q4 2024.
1,365 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.