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

Trust Company of Toledo’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 		$81.9K Sell
849
-1,051
-55% -$99.7K 0.01% 397
2026
Q1 		$176K Buy
1,900
+849
+81% +$80.6K 0.02% 296
2025
Q4 		$99K Buy
+1,051
New +$99K 0.01% 348
2025
Q3 		– Sell
-131
Closed -$12.3K – 802
2025
Q2 		$12.3K Buy
+131
New +$12.1K ﹤0.01% 590

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MRC
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Trust Company of Toledo's USMV Position: Q2 2026 in Review

Trust Company of Toledo reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 55% in Q2 2026, selling an estimated $99.7K and leaving 849 shares worth $81.9K. The position accounts for 0.01% of the portfolio, ranked #397.

Trust Company of Toledo first reported a position in USMV in Q2 2025 and has held it in 4 quarters since. The position peaked at $176K in Q1 2026. 834 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Trust Company of Toledo held 849 shares of iShares MSCI USA Min Vol Factor ETF worth $81.9K as of Q2 2026.
  • Trust Company of Toledo sold 1,051 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $99.7K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of Trust Company of Toledo's portfolio in Q2 2026, its #397 holding.
  • Trust Company of Toledo first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • Trust Company of Toledo's iShares MSCI USA Min Vol Factor ETF position peaked at $176K in Q1 2026.
  • 834 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.