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Sanibel Captiva Trust Company’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Sanibel Captiva Trust Company’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 		$806K Hold
8,358
– – 0.02% 272
2026
Q1 		$775K Buy
+8,358
New +$794K 0.02% 261

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Bank of America
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LPL Financial
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Wealth Enhancement Advisory Services
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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
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sanibel Captiva Trust Company's USMV Position: Q2 2026 in Review

Sanibel Captiva Trust Company held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 8,358 shares worth $806K. The position accounts for 0.02% of the portfolio, ranked #272.

Sanibel Captiva Trust Company first reported a position in USMV in Q1 2026 and has held it in 2 quarters since. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Sanibel Captiva Trust Company held 8,358 shares of iShares MSCI USA Min Vol Factor ETF worth $806K as of Q2 2026.
  • Sanibel Captiva Trust Company 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 Sanibel Captiva Trust Company's portfolio in Q2 2026, its #272 holding.
  • Sanibel Captiva Trust Company first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.