Washington Trust’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Washington Trust’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 Q1	$332K	Hold	3,584	–	–	0.01%	242
2025 Q4	$337K	Sell	3,584 -266	-7%	-$25.1K	0.01%	228
2025 Q3	$366K	Hold	3,850	–	–	0.01%	225
2025 Q2	$361K	Hold	3,850	–	–	0.01%	221
2025 Q1	$361K	Hold	3,850	–	–	0.01%	215
2024 Q4	$342K	Sell	3,850 -227	-6%	-$20.8K	0.01%	226
2024 Q3	$372K	Sell	4,077 -186	-4%	-$16.4K	0.01%	227
2024 Q2	$358K	Buy	4,263 +1,894	+80%	+$156K	0.01%	231
2024 Q1	$198K	Hold	2,369	–	–	0.01%	281
2023 Q4	$185K	Hold	2,369	–	–	0.01%	268
2023 Q3	$171K	Hold	2,369	–	–	0.01%	254
2023 Q2	$176K	Sell	2,369 -17	-0.7%	-$1.24K	0.01%	263
2023 Q1	$174K	Buy	2,386 +17	+0.7%	+$1.22K	0.01%	265
2022 Q4	$171K	Hold	2,369	–	–	0.01%	267
2022 Q3	$157K	Hold	2,369	–	–	0.01%	261
2022 Q2	$166K	Hold	2,369	–	–	0.01%	260
2022 Q1	$184K	Hold	2,369	–	–	0.01%	265
2021 Q4	$192K	Sell	2,369 -1,300	-35%	-$101K	0.01%	268
2021 Q3	$270K	Buy	3,669 +2,094	+133%	+$159K	0.01%	272
2021 Q2	$116K	Sell	1,575 -100	-6%	-$7.22K	﹤0.01%	383
2021 Q1	$116K	Sell	1,675 -1,114	-40%	-$75.3K	﹤0.01%	371
2020 Q4	$190K	Buy	2,789 +1,114	+67%	+$73.3K	0.01%	292
2020 Q3	$107K	Buy	+1,675	New	+$106K	﹤0.01%	330

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Washington Trust's USMV Position: Q1 2026 in Review

Washington Trust held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 3,584 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #242.

Washington Trust first reported a position in USMV in Q3 2020 and has held it in 23 quarters since. The position peaked at $372K in Q3 2024. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Washington Trust held 3,584 shares of iShares MSCI USA Min Vol Factor ETF worth $332K as of Q1 2026.
Washington Trust left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Washington Trust's portfolio in Q1 2026, its #242 holding.
Washington Trust first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2020 and has held it in 23 quarters since.
Washington Trust's iShares MSCI USA Min Vol Factor ETF position peaked at $372K in Q3 2024.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Washington Trust's 13F filing for Q1 2026, filed 6 Apr 2026.