Stock Yards Bank & Trust’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Stock Yards Bank & Trust’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 Q1	$7.84M	Sell	84,546 -5,655	-6%	-$537K	0.24%	72
2025 Q4	$8.49M	Sell	90,201 -5,194	-5%	-$489K	0.26%	70
2025 Q3	$9.08M	Sell	95,395 -2,609	-3%	-$244K	0.28%	66
2025 Q2	$9.2M	Sell	98,004 -6,013	-6%	-$553K	0.31%	64
2025 Q1	$9.74M	Sell	104,017 -14,866	-13%	-$1.37M	0.35%	62
2024 Q4	$10.6M	Sell	118,883 -65,055	-35%	-$5.97M	0.36%	61
2024 Q3	$16.8M	Sell	183,938 -13,362	-7%	-$1.18M	0.54%	53
2024 Q2	$16.6M	Sell	197,300 -7,896	-4%	-$651K	0.55%	52
2024 Q1	$17.2M	Sell	205,196 -20,359	-9%	-$1.64M	0.57%	53
2023 Q4	$17.6M	Sell	225,555 -8,705	-4%	-$650K	0.63%	45
2023 Q3	$17M	Sell	234,260 -5,264	-2%	-$392K	0.65%	45
2023 Q2	$17.8M	Sell	239,524 -20,897	-8%	-$1.53M	0.65%	45
2023 Q1	$18.9M	Sell	260,421 -23,272	-8%	-$1.67M	0.73%	42
2022 Q4	$20.5M	Sell	283,693 -15,701	-5%	-$1.12M	0.8%	41
2022 Q3	$19.8M	Sell	299,394 -2,056	-0.7%	-$148K	0.85%	37
2022 Q2	$21.2M	Buy	301,450 +294,030	+3,963%	+$21.5M	0.87%	35
2022 Q1	$576K	Buy	7,420 +1,170	+19%	+$88.6K	0.03%	162
2021 Q4	$506K	Hold	6,250	–	–	0.03%	178
2021 Q3	$459K	Hold	6,250	–	–	0.03%	164
2021 Q2	$460K	Sell	6,250 -7,052	-53%	-$509K	0.03%	167
2021 Q1	$920K	Hold	13,302	–	–	0.06%	126
2020 Q4	$903K	Hold	13,302	–	–	0.07%	121
2020 Q3	$847K	Hold	13,302	–	–	0.07%	116
2020 Q2	$807K	Buy	13,302 +7,052	+113%	+$418K	0.07%	117
2020 Q1	$338K	Hold	6,250	–	–	0.04%	155
2019 Q4	$410K	Hold	6,250	–	–	0.03%	167
2019 Q3	$401K	Hold	6,250	–	–	0.04%	164
2019 Q2	$386K	Hold	6,250	–	–	0.04%	169
2019 Q1	$368K	Buy	+6,250	New	+$350K	0.04%	171

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stock Yards Bank & Trust's USMV Position: Q1 2026 in Review

Stock Yards Bank & Trust reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 6.3% in Q1 2026, selling an estimated $537K and leaving 84,546 shares worth $7.84M. The position accounts for 0.24% of the portfolio, ranked #72.

Stock Yards Bank & Trust first reported a position in USMV in Q1 2019 and has held it in 29 quarters since. The position peaked at $21.2M in Q2 2022. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Stock Yards Bank & Trust held 84,546 shares of iShares MSCI USA Min Vol Factor ETF worth $7.84M as of Q1 2026.
Stock Yards Bank & Trust sold 5,655 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $537K.
iShares MSCI USA Min Vol Factor ETF made up 0.24% of Stock Yards Bank & Trust's portfolio in Q1 2026, its #72 holding.
Stock Yards Bank & Trust first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2019 and has held it in 29 quarters since.
Stock Yards Bank & Trust's iShares MSCI USA Min Vol Factor ETF position peaked at $21.2M in Q2 2022.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Stock Yards Bank & Trust's 13F filing for Q1 2026, filed 24 Apr 2026.