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

Webster 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 		$533K Sell
5,523
-300
-5% -$28.5K 0.05% 178
2026
Q1 		$540K Sell
5,823
-155
-3% -$14.7K 0.05% 168
2025
Q4 		$563K Sell
5,978
-89
-1% -$8.38K 0.05% 157
2025
Q3 		$577K Buy
6,067
+180
+3% +$16.9K 0.06% 151
2025
Q2 		$553K Buy
5,887
+570
+11% +$52.4K 0.06% 152
2025
Q1 		$498K Hold
5,317
– – 0.05% 158
2024
Q4 		$472K Buy
5,317
+26
+0.5% +$2.38K 0.05% 161
2024
Q3 		$483K Buy
5,291
+65
+1% +$5.73K 0.05% 159
2024
Q2 		$439K Hold
5,226
– – 0.05% 163
2024
Q1 		$437K Sell
5,226
-62
-1% -$5K 0.05% 166
2023
Q4 		$413K Sell
5,288
-1,063
-17% -$79.3K 0.05% 166
2023
Q3 		$460K Buy
6,351
+270
+4% +$20.1K 0.06% 150
2023
Q2 		$452K Sell
6,081
-67
-1% -$4.9K 0.06% 147
2023
Q1 		$447K Buy
6,148
+728
+13% +$52.3K 0.06% 151
2022
Q4 		$391K Buy
5,420
+565
+12% +$40.2K 0.05% 153
2022
Q3 		$321K Sell
4,855
-95
-2% -$6.85K 0.05% 164
2022
Q2 		$347K Sell
4,950
-2,002
-29% -$147K 0.05% 158
2022
Q1 		$540K Sell
6,952
-305
-4% -$23.1K 0.06% 140
2021
Q4 		$588K Buy
7,257
+595
+9% +$46.1K 0.06% 140
2021
Q3 		$489K Sell
6,662
-815
-11% -$62.1K 0.05% 142
2021
Q2 		$550K Sell
7,477
-4,507
-38% -$326K 0.06% 142
2021
Q1 		$830K Sell
11,984
-26,591
-69% -$1.8M 0.09% 128
2020
Q4 		$2.62M Sell
38,575
-17,631
-31% -$1.16M 0.31% 72
2020
Q3 		$3.58M Sell
56,206
-2,698
-5% -$171K 0.47% 52
2020
Q2 		$3.57M Buy
58,904
+3,222
+6% +$191K 0.51% 50
2020
Q1 		$3.01M Buy
55,682
+10,995
+25% +$698K 0.5% 49
2019
Q4 		$2.93M Buy
44,687
+10,637
+31% +$683K 0.37% 66
2019
Q3 		$2.18M Buy
34,050
+280
+0.8% +$17.7K 0.3% 79
2019
Q2 		$2.08M Buy
33,770
+15,500
+85% +$931K 0.29% 80
2019
Q1 		$1.07M Buy
18,270
+65
+0.4% +$3.64K 0.15% 112
2018
Q4 		$954K Hold
18,205
– – 0.15% 114
2018
Q3 		$1.04M Sell
18,205
-560
-3% -$31.2K 0.14% 117
2018
Q2 		$998K Sell
18,765
-21,450
-53% -$1.13M 0.14% 119
2018
Q1 		$2.09M Sell
40,215
-53,267
-57% -$2.82M 0.3% 83
2017
Q4 		$4.93M Sell
93,482
-15,828
-14% -$821K 0.68% 42
2017
Q3 		$5.5M Sell
109,310
-1,095
-1% -$54.6K 0.8% 31
2017
Q2 		$5.4M Sell
110,405
-30,226
-21% -$1.47M 0.8% 31
2017
Q1 		$6.71M Sell
140,631
-8,664
-6% -$406K 1.01% 20
2016
Q4 		$6.75M Sell
149,295
-235,062
-61% -$10.5M 0.99% 17
2016
Q3 		$17.5M Sell
384,357
-120,621
-24% -$5.58M 2.54% 6
2016
Q2 		$23.3M Buy
504,978
+60,803
+14% +$2.7M 3.42% 4
2016
Q1 		$19.5M Buy
+444,175
New +$18.5M 3.05% 6

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Webster Bank's USMV Position: Q2 2026 in Review

Webster Bank reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 5.2% in Q2 2026, selling an estimated $28.5K and leaving 5,523 shares worth $533K. The position accounts for 0.05% of the portfolio, ranked #178.

Webster Bank first reported a position in USMV in Q1 2016 and has held it in 42 quarters since. The position peaked at $23.3M in Q2 2016. 340 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Webster Bank held 5,523 shares of iShares MSCI USA Min Vol Factor ETF worth $533K as of Q2 2026.
  • Webster Bank sold 300 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $28.5K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.05% of Webster Bank's portfolio in Q2 2026, its #178 holding.
  • Webster Bank first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2016 and has held it in 42 quarters since.
  • Webster Bank's iShares MSCI USA Min Vol Factor ETF position peaked at $23.3M in Q2 2016.
  • 340 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Webster Bank's 13F filing for Q2 2026, filed 20 Jul 2026.