United Community Bank’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

United Community 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	$142K	Sell	1,475 -1,100	-43%	-$104K	0.04%	238
2026 Q1	$239K	Hold	2,575	–	–	0.08%	185
2025 Q4	$242K	Sell	2,575 -175	-6%	-$16.5K	0.09%	153
2025 Q3	$262K	Buy	+2,750	New	+$258K	0.08%	185

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 Community Bank's USMV Position: Q2 2026 in Review

United Community Bank reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 43% in Q2 2026, selling an estimated $104K and leaving 1,475 shares worth $142K. The position accounts for 0.04% of the portfolio, ranked #238.

United Community Bank first reported a position in USMV in Q3 2025 and has held it in 4 quarters since. The position peaked at $262K in Q3 2025. 1,377 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

United Community Bank held 1,475 shares of iShares MSCI USA Min Vol Factor ETF worth $142K as of Q2 2026.
United Community Bank sold 1,100 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $104K.
iShares MSCI USA Min Vol Factor ETF made up 0.04% of United Community Bank's portfolio in Q2 2026, its #238 holding.
United Community Bank first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2025 and has held it in 4 quarters since.
United Community Bank's iShares MSCI USA Min Vol Factor ETF position peaked at $262K in Q3 2025.
1,377 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on United Community Bank's 13F filing for Q2 2026, filed 13 Aug 2026.