Sageworth Trust Company of South Dakota’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Sageworth Trust Company of South Dakota’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	$328K	Hold	3,400	–	–	0.2%	45
2026 Q1	$315K	Hold	3,400	–	–	0.25%	47
2025 Q4	$320K	Hold	3,400	–	–	0.26%	41
2025 Q3	$323K	Hold	3,400	–	–	0.31%	44
2025 Q2	$319K	Hold	3,400	–	–	0.35%	41
2025 Q1	$318K	Buy	+3,400	New	+$313K	0.38%	39

Other funds holding USMV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sageworth Trust Company of South Dakota's USMV Position: Q2 2026 in Review

Sageworth Trust Company of South Dakota held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 3,400 shares worth $328K. The position accounts for 0.2% of the portfolio, ranked #45.

Sageworth Trust Company of South Dakota first reported a position in USMV in Q1 2025 and has held it in 6 quarters since. 1,133 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Sageworth Trust Company of South Dakota held 3,400 shares of iShares MSCI USA Min Vol Factor ETF worth $328K as of Q2 2026.
Sageworth Trust Company of South Dakota left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.2% of Sageworth Trust Company of South Dakota's portfolio in Q2 2026, its #45 holding.
Sageworth Trust Company of South Dakota first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and has held it in 6 quarters since.
1,133 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2026, filed 28 Jul 2026.