United Bank (Virginia)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

United Bank (Virginia)’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	$388K	Hold	4,018	–	–	0.05%	106
2026 Q1	$373K	Sell	4,018 -1,982	-33%	-$188K	0.05%	104
2025 Q4	$565K	Hold	6,000	–	–	0.07%	89
2025 Q3	$571K	Hold	6,000	–	–	0.07%	86
2025 Q2	$563K	Hold	6,000	–	–	0.07%	93
2025 Q1	$562K	Buy	+6,000	New	+$552K	0.07%	92

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

United Bank (Virginia)'s USMV Position: Q2 2026 in Review

United Bank (Virginia) held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 4,018 shares worth $388K. The position accounts for 0.05% of the portfolio, ranked #106.

United Bank (Virginia) first reported a position in USMV in Q1 2025 and has held it in 6 quarters since. The position peaked at $571K in Q3 2025. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

United Bank (Virginia) held 4,018 shares of iShares MSCI USA Min Vol Factor ETF worth $388K as of Q2 2026.
United Bank (Virginia) left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.05% of United Bank (Virginia)'s portfolio in Q2 2026, its #106 holding.
United Bank (Virginia) first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and has held it in 6 quarters since.
United Bank (Virginia)'s iShares MSCI USA Min Vol Factor ETF position peaked at $571K in Q3 2025.
1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on United Bank (Virginia)'s 13F filing for Q2 2026, filed 30 Jul 2026.