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 Q3	$349K	Hold	3,584	–	–	0.01%	240
2026 Q2	$346K	Hold	3,584	–	–	0.01%	249
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Washington Trust's USMV Position: Q3 2026 in Review

Washington Trust held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q3 2026 at 3,584 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #240.

Washington Trust first reported a position in USMV in Q3 2020 and has held it in 25 quarters since. The position peaked at $372K in Q3 2024. 448 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Washington Trust held 3,584 shares of iShares MSCI USA Min Vol Factor ETF worth $349K as of Q3 2026.
Washington Trust left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q3 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Washington Trust's portfolio in Q3 2026, its #240 holding.
Washington Trust first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2020 and has held it in 25 quarters since.
Washington Trust's iShares MSCI USA Min Vol Factor ETF position peaked at $372K in Q3 2024.
448 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Washington Trust's 13F filing for Q3 2026, filed 22 Oct 2026.