Trust Company of Vermont’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $387K | Buy |
+4,015
| New | +$381K | 0.01% | 291 |
|
|
2025
Q4 | $440K | Sell |
4,670
-907
| -16% | -$85.4K | 0.02% | 268 |
|
|
2025
Q3 | $531K | Buy |
5,577
+55
| +1% | +$5.15K | 0.02% | 252 |
|
|
2025
Q2 | $518K | Buy |
5,522
+1,396
| +34% | +$128K | 0.02% | 248 |
|
|
2025
Q1 | $386K | Buy |
4,126
+354
| +9% | +$32.6K | 0.02% | 272 |
|
|
2024
Q4 | $335K | Sell |
3,772
-434
| -10% | -$39.8K | 0.02% | 290 |
|
|
2024
Q3 | $384K | Buy |
4,206
+5
| +0.1% | +$441 | 0.02% | 264 |
|
|
2024
Q2 | $353K | Sell |
4,201
-39
| -0.9% | -$3.21K | 0.02% | 260 |
|
|
2024
Q1 | $354K | Buy |
4,240
+9
| +0.2% | +$726 | 0.02% | 260 |
|
|
2023
Q4 | $330K | Buy |
4,231
+1,727
| +69% | +$129K | 0.02% | 243 |
|
|
2023
Q3 | $181K | Sell |
2,504
-476
| -16% | -$35.5K | 0.01% | 303 |
|
|
2023
Q2 | $222K | Buy |
2,980
+221
| +8% | +$16.2K | 0.01% | 299 |
|
|
2023
Q1 | $201K | Buy |
2,759
+10
| +0.4% | +$719 | 0.01% | 307 |
|
|
2022
Q4 | $198K | Sell |
2,749
-98
| -3% | -$6.97K | 0.01% | 296 |
|
|
2022
Q3 | $188K | Hold |
2,847
| – | – | 0.01% | 302 |
|
|
2022
Q2 | $200K | Buy |
2,847
+8
| +0.3% | +$586 | 0.02% | 299 |
|
|
2022
Q1 | $220K | Sell |
2,839
-29
| -1% | -$2.2K | 0.01% | 300 |
|
|
2021
Q4 | $232K | Buy |
2,868
+3
| +0.1% | +$232 | 0.01% | 302 |
|
|
2021
Q3 | $211K | Buy |
2,865
+930
| +48% | +$70.8K | 0.02% | 299 |
|
|
2021
Q2 | $143K | Sell |
1,935
-317
| -14% | -$22.9K | 0.01% | 351 |
|
|
2021
Q1 | $155K | Sell |
2,252
-267
| -11% | -$18.1K | 0.01% | 332 |
|
|
2020
Q4 | $171K | Buy |
2,519
+174
| +7% | +$11.5K | 0.01% | 311 |
|
|
2020
Q3 | $149K | Hold |
2,345
| – | – | 0.01% | 308 |
|
|
2020
Q2 | $142K | Sell |
2,345
-5,976
| -72% | -$355K | 0.01% | 316 |
|
|
2020
Q1 | $450K | Buy |
8,321
+244
| +3% | +$15.5K | 0.04% | 208 |
|
|
2019
Q4 | $530K | Buy |
8,077
+6,437
| +393% | +$413K | 0.04% | 221 |
|
|
2019
Q3 | $105K | Sell |
1,640
-120
| -7% | -$7.6K | 0.01% | 394 |
|
|
2019
Q2 | $109K | Sell |
1,760
-70
| -4% | -$4.2K | 0.01% | 387 |
|
|
2019
Q1 | $108K | Sell |
1,830
-105
| -5% | -$5.88K | 0.01% | 389 |
|
|
2018
Q4 | $101K | Sell |
1,935
-190
| -9% | -$10.4K | 0.01% | 382 |
|
|
2018
Q3 | $121K | Buy |
2,125
+75
| +4% | +$4.18K | 0.01% | 390 |
|
|
2018
Q2 | $109K | Buy |
2,050
+260
| +15% | +$13.7K | 0.01% | 402 |
|
|
2018
Q1 | $93K | Buy |
1,790
+250
| +16% | +$13.2K | 0.01% | 401 |
|
|
2017
Q4 | $81K | Buy |
1,540
+250
| +19% | +$13K | 0.01% | 433 |
|
|
2017
Q3 | $65K | Buy |
1,290
+50
| +4% | +$2.49K | 0.01% | 456 |
|
|
2017
Q2 | $61K | Buy |
1,240
+200
| +19% | +$9.74K | 0.01% | 474 |
|
|
2017
Q1 | $50K | Buy |
+1,040
| New | +$48.7K | 0.01% | 480 |
|
Other funds holding USMV
CCA
MRC
JIC
Trust Company of Vermont's USMV Position: Q2 2026 in Review
Trust Company of Vermont opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 4,015 shares worth $387K. The stake represents 0.01% of the portfolio and ranks #291 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in USMV as recently as Q4 2025.
Trust Company of Vermont first reported a position in USMV in Q1 2017 and has held it in 37 quarters since. The position peaked at $531K in Q3 2025. 950 funds tracked by Wall St. Rank hold USMV as of Q2 2026.
- Trust Company of Vermont held 4,015 shares of iShares MSCI USA Min Vol Factor ETF worth $387K as of Q2 2026.
- iShares MSCI USA Min Vol Factor ETF was a new Trust Company of Vermont position in Q2 2026.
- iShares MSCI USA Min Vol Factor ETF made up 0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #291 holding.
- Trust Company of Vermont first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2017 and has held it in 37 quarters since.
- Trust Company of Vermont's iShares MSCI USA Min Vol Factor ETF position peaked at $531K in Q3 2025.
- 950 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.
Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.