Peapack-Gladstone Financial Corp’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Peapack-Gladstone Financial Corp’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	$500K	Hold	5,187	–	–	0.01%	508
2026 Q1	$482K	Hold	5,187	–	–	0.01%	503
2025 Q4	$488K	Sell	5,187 -13	-0.3%	-$1.23K	0.01%	498
2025 Q3	$495K	Buy	5,200 +1,050	+25%	+$98.3K	0.01%	507
2025 Q2	$390K	Hold	4,150	–	–	0.01%	511
2025 Q1	$389K	Hold	4,150	–	–	0.01%	520
2024 Q4	$368K	Hold	4,150	–	–	0.01%	528
2024 Q3	$379K	Hold	4,150	–	–	0.01%	537
2024 Q2	$348K	Hold	4,150	–	–	0.01%	539
2024 Q1	$347K	Hold	4,150	–	–	0.01%	546
2023 Q4	$324K	Sell	4,150 -812	-16%	-$60.6K	0.01%	563
2023 Q3	$359K	Hold	4,962	–	–	0.01%	529
2023 Q2	$369K	Hold	4,962	–	–	0.01%	527
2023 Q1	$361K	Sell	4,962 -77	-2%	-$5.53K	0.01%	532
2022 Q4	$363K	Hold	5,039	–	–	0.01%	512
2022 Q3	$333K	Hold	5,039	–	–	0.01%	525
2022 Q2	$354K	Hold	5,039	–	–	0.01%	487
2022 Q1	$391K	Buy	5,039 +687	+16%	+$52K	0.01%	511
2021 Q4	$352K	Buy	4,352 +77	+2%	+$5.96K	0.01%	534
2021 Q3	$314K	Sell	4,275 -1,352	-24%	-$103K	0.01%	540
2021 Q2	$414K	Sell	5,627 -200	-3%	-$14.4K	0.01%	457
2021 Q1	$403K	Hold	5,827	–	–	0.01%	438
2020 Q4	$396K	Hold	5,827	–	–	0.01%	327
2020 Q3	$371K	Buy	5,827 +1,140	+24%	+$72.3K	0.01%	300
2020 Q2	$284K	Buy	4,687 +410	+10%	+$24.3K	0.01%	323
2020 Q1	$231K	Sell	4,277 -300	-7%	-$19K	0.01%	327
2019 Q4	$300K	Buy	4,577 +241	+6%	+$15.5K	0.01%	302
2019 Q3	$278K	Sell	4,336 -1,135	-21%	-$71.9K	0.01%	310
2019 Q2	$338K	Buy	+5,471	New	+$328K	0.01%	296
2017 Q2	–	Sell	-5,876	Closed	-$280K	–	336
2017 Q1	$280K	Buy	+5,876	New	+$275K	0.02%	283

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 $67.3B AUM 21.9% 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 22.9% 1-Year Est. Return

Peapack-Gladstone Financial Corp's USMV Position: Q2 2026 in Review

Peapack-Gladstone Financial Corp held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 5,187 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #508.

Peapack-Gladstone Financial Corp first reported a position in USMV in Q1 2017 and has held it in 30 quarters since. 1,380 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Peapack-Gladstone Financial Corp held 5,187 shares of iShares MSCI USA Min Vol Factor ETF worth $500K as of Q2 2026.
Peapack-Gladstone Financial Corp left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #508 holding.
Peapack-Gladstone Financial Corp first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2017 and has held it in 30 quarters since.
1,380 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2026, filed 14 Aug 2026.