Pinnacle Bancorp’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Pinnacle Bancorp’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	$77.7K	Hold	805	–	–	0.02%	388
2026 Q1	$74.7K	Hold	805	–	–	0.02%	374
2025 Q4	$75.8K	Buy	+805	New	+$75.8K	0.02%	367
2025 Q3	–	Sell	-11	Closed	-$1.03K	–	937
2025 Q2	$1.03K	Hold	11	–	–	﹤0.01%	890
2025 Q1	$1.03K	Buy	+11	New	+$1.01K	﹤0.01%	880
2024 Q3	–	Sell	-33	Closed	-$2.77K	–	886
2024 Q2	$2.77K	Buy	+33	New	+$2.72K	﹤0.01%	801
2023 Q2	–	Sell	-172	Closed	-$12.5K	–	810
2023 Q1	$12.5K	Buy	+172	New	+$12.4K	﹤0.01%	574
2022 Q1	–	Sell	-4,100	Closed	-$332K	–	788
2021 Q4	$332K	Sell	4,100 -637	-13%	-$49.3K	0.12%	128
2021 Q3	$348K	Hold	4,737	–	–	0.14%	113
2021 Q2	$349K	Hold	4,737	–	–	0.16%	109
2021 Q1	$328K	Hold	4,737	–	–	0.16%	113
2020 Q4	$322K	Buy	4,737 +125	+3%	+$8.23K	0.2%	104
2020 Q3	$294K	Hold	4,612	–	–	0.21%	102
2020 Q2	$280K	Buy	4,612 +2,873	+165%	+$170K	0.21%	107
2020 Q1	$94K	Hold	1,739	–	–	0.08%	188
2019 Q4	$114K	Buy	+1,739	New	+$112K	0.08%	193
2017 Q1	$44K	Buy	+925	New	+$43.3K	0.03%	303

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

Pinnacle Bancorp's USMV Position: Q2 2026 in Review

Pinnacle Bancorp held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 805 shares worth $77.7K. The position accounts for 0.02% of the portfolio, ranked #388.

Pinnacle Bancorp first reported a position in USMV in Q1 2017 and has held it in 17 quarters since. The position peaked at $349K in Q2 2021. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Pinnacle Bancorp held 805 shares of iShares MSCI USA Min Vol Factor ETF worth $77.7K as of Q2 2026.
Pinnacle Bancorp left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of Pinnacle Bancorp's portfolio in Q2 2026, its #388 holding.
Pinnacle Bancorp first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2017 and has held it in 17 quarters since.
Pinnacle Bancorp's iShares MSCI USA Min Vol Factor ETF position peaked at $349K in Q2 2021.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.