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Renasant Bank’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Renasant Bank’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
2025
Q2 		– Sell
-11,404
Closed -$1.07M – 164
2025
Q1 		$1.07M Sell
11,404
-4,699
-29% -$432K 0.71% 45
2024
Q4 		$1.43M Sell
16,103
-1,051
-6% -$96.4K 0.93% 32
2024
Q3 		$1.57M Sell
17,154
-167
-1% -$14.7K 1.03% 23
2024
Q2 		$1.45M Sell
17,321
-447
-3% -$36.8K 1% 27
2024
Q1 		$1.49M Hold
17,768
– – 1.06% 19
2023
Q4 		$1.39M Hold
17,768
– – 1.11% 18
2023
Q3 		$1.29M Sell
17,768
-5,337
-23% -$398K 1.08% 20
2023
Q2 		$1.72M Sell
23,105
-255
-1% -$18.6K 1.4% 11
2023
Q1 		$1.7M Sell
23,360
-1,607
-6% -$115K 1.32% 13
2022
Q4 		$1.8M Buy
24,967
+647
+3% +$46K 1.36% 11
2022
Q3 		$1.61M Buy
24,320
+742
+3% +$53.5K 1.42% 11
2022
Q2 		$1.66M Buy
23,578
+1,795
+8% +$131K 1.35% 13
2022
Q1 		$1.69M Buy
21,783
+65
+0.3% +$4.92K 1.14% 18
2021
Q4 		$1.76M Buy
21,718
+5,371
+33% +$416K 1.2% 19
2021
Q3 		$1.2M Sell
16,347
-433
-3% -$33K 0.95% 24
2021
Q2 		$1.24M Buy
16,780
+851
+5% +$61.5K 0.93% 23
2021
Q1 		$1.1M Sell
15,929
-366
-2% -$24.7K 0.89% 25
2020
Q4 		$1.11M Buy
+16,295
New +$1.07M 0.91% 25

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Renasant Bank's USMV Position: Q2 2025 in Review

Renasant Bank sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2025, closing a stake of 11,404 shares — an estimated $1.07M sold.

Renasant Bank first reported a position in USMV in Q4 2020 and held it in 18 quarters. The position peaked at $1.8M in Q4 2022. 1,300 funds tracked by Wall St. Rank hold USMV as of Q2 2025.

  • Renasant Bank reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Renasant Bank sold 11,404 iShares MSCI USA Min Vol Factor ETF shares in Q2 2025, an estimated $1.07M.
  • Renasant Bank first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and held it in 18 quarters.
  • Renasant Bank's iShares MSCI USA Min Vol Factor ETF position peaked at $1.8M in Q4 2022.
  • 1,300 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2025.

Based on Renasant Bank's 13F filing for Q2 2025, filed 8 Aug 2025.