Union Savings Bank’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Union Savings 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
2026 Q2	$71.4K	Hold	740	–	–	0.03%	199
2026 Q1	$68.6K	Hold	740	–	–	0.03%	193
2025 Q4	$69.7K	Buy	+740	New	+$69.7K	0.03%	199
2025 Q2	$68.5K	Hold	740	–	–	0.03%	201
2025 Q1	$69.3K	Hold	740	–	–	0.03%	205
2024 Q4	$65.7K	Hold	740	–	–	0.03%	203
2024 Q3	$67.6K	Hold	740	–	–	0.03%	203
2024 Q2	$62.1K	Hold	740	–	–	0.03%	205
2024 Q1	$61.8K	Hold	740	–	–	0.03%	207
2023 Q4	$57.7K	Hold	740	–	–	0.03%	205
2023 Q3	$53.6K	Hold	740	–	–	0.03%	204
2023 Q2	$55.8K	Buy	+740	New	+$54.1K	0.03%	205

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Union Savings Bank's USMV Position: Q2 2026 in Review

Union Savings Bank held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 740 shares worth $71.4K. The position accounts for 0.03% of the portfolio, ranked #199.

Union Savings Bank first reported a position in USMV in Q2 2023 and has held it in 12 quarters since. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Union Savings Bank held 740 shares of iShares MSCI USA Min Vol Factor ETF worth $71.4K as of Q2 2026.
Union Savings Bank left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.03% of Union Savings Bank's portfolio in Q2 2026, its #199 holding.
Union Savings Bank first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2023 and has held it in 12 quarters since.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.