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

Sandy Spring 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
Q1 		$83.8K Buy
895
+220
+33% +$20.2K ﹤0.01% 478
2024
Q4 		$59.9K Hold
675
– – ﹤0.01% 544
2024
Q3 		$61.6K Hold
675
– – ﹤0.01% 545
2024
Q2 		$56.7K Hold
675
– – ﹤0.01% 561
2024
Q1 		$56.4K Sell
675
-59
-8% -$4.76K ﹤0.01% 553
2023
Q4 		$57.3K Buy
734
+150
+26% +$11.2K ﹤0.01% 533
2023
Q3 		$42.3K Buy
584
+484
+484% +$36.1K ﹤0.01% 573
2023
Q2 		$7.43K Hold
100
– – ﹤0.01% 895
2023
Q1 		$7.27K Hold
100
– – ﹤0.01% 878
2022
Q4 		$7.21K Sell
100
-150
-60% -$10.7K ﹤0.01% 868
2022
Q3 		$17K Sell
250
-50
-17% -$3.6K ﹤0.01% 710
2022
Q2 		$21K Hold
300
– – ﹤0.01% 690
2022
Q1 		$24K Hold
300
– – ﹤0.01% 681
2021
Q4 		$24K Sell
300
-176
-37% -$13.6K ﹤0.01% 727
2021
Q3 		$34K Buy
476
+126
+36% +$9.6K ﹤0.01% 649
2021
Q2 		$25K Sell
350
-150
-30% -$10.8K ﹤0.01% 734
2021
Q1 		$35K Hold
500
– – ﹤0.01% 581
2020
Q4 		$34K Hold
500
– – ﹤0.01% 556
2020
Q3 		$31K Buy
500
+100
+25% +$6.35K ﹤0.01% 539
2020
Q2 		$24K Hold
400
– – ﹤0.01% 580
2020
Q1 		$22K Sell
400
-560
-58% -$35.5K ﹤0.01% 566
2019
Q4 		$63K Sell
960
-390
-29% -$25K ﹤0.01% 439
2019
Q3 		$87K Buy
1,350
+390
+41% +$24.7K 0.01% 395
2019
Q2 		$59K Hold
960
– – ﹤0.01% 437
2019
Q1 		$56K Sell
960
-440
-31% -$24.6K ﹤0.01% 431
2018
Q4 		$73K Buy
+1,400
New +$77K 0.01% 399
2015
Q1 		– Sell
-141
Closed -$6K – 938
2014
Q4 		$6K Hold
141
– – ﹤0.01% 693
2014
Q3 		$5K Hold
141
– – ﹤0.01% 700
2014
Q2 		$5K Hold
141
– – ﹤0.01% 705
2014
Q1 		$5K Buy
+141
New +$4.99K ﹤0.01% 651

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sandy Spring Bank's USMV Position: Q1 2025 in Review

Sandy Spring Bank increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 33% in Q1 2025, buying an estimated $20.2K and bringing the position to 895 shares worth $83.8K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Sandy Spring Bank first reported a position in USMV in Q1 2014 and has held it in 30 quarters since. The position peaked at $87K in Q3 2019. 1,298 funds tracked by Wall St. Rank hold USMV as of Q1 2025.

  • Sandy Spring Bank held 895 shares of iShares MSCI USA Min Vol Factor ETF worth $83.8K as of Q1 2025.
  • Sandy Spring Bank bought 220 iShares MSCI USA Min Vol Factor ETF shares in Q1 2025, an estimated $20.2K.
  • iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #478 holding.
  • Sandy Spring Bank first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2014 and has held it in 30 quarters since.
  • Sandy Spring Bank's iShares MSCI USA Min Vol Factor ETF position peaked at $87K in Q3 2019.
  • 1,298 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.