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

WhitTier Trust Company’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	$514K	Hold	5,226	–	–	0.01%	391
2026 Q1	$488K	Sell	5,226 -100	-2%	-$9.5K	0.01%	382
2025 Q4	$504K	Hold	5,326	–	–	0.01%	360
2025 Q3	$507K	Hold	5,326	–	–	0.01%	353
2025 Q2	$500K	Hold	5,326	–	–	0.01%	396
2025 Q1	$499K	Hold	5,326	–	–	0.01%	388
2024 Q4	$473K	Sell	5,326 -650	-11%	-$59.6K	0.01%	371
2024 Q3	$546K	Sell	5,976 -300	-5%	-$26.4K	0.01%	348
2024 Q2	$527K	Sell	6,276 -80	-1%	-$6.59K	0.01%	341
2024 Q1	$531K	Hold	6,356	–	–	0.02%	336
2023 Q4	$496K	Sell	6,356 -221	-3%	-$16.5K	0.02%	343
2023 Q3	$476K	Hold	6,577	–	–	0.02%	339
2023 Q2	$489K	Sell	6,577 -150	-2%	-$11K	0.02%	344
2023 Q1	$489K	Hold	6,727	–	–	0.02%	339
2022 Q4	$485K	Hold	6,727	–	–	0.02%	342
2022 Q3	$445K	Hold	6,727	–	–	0.02%	349
2022 Q2	$472K	Sell	6,727 -100	-1%	-$7.32K	0.02%	344
2022 Q1	$530K	Hold	6,827	–	–	0.02%	343
2021 Q4	$552K	Hold	6,827	–	–	0.02%	331
2021 Q3	$502K	Hold	6,827	–	–	0.02%	340
2021 Q2	$503K	Buy	6,827 +2,577	+61%	+$186K	0.02%	336
2021 Q1	$294K	Sell	4,250 -951	-18%	-$64.3K	0.01%	394
2020 Q4	$353K	Buy	5,201 +726	+16%	+$47.8K	0.02%	363
2020 Q3	$285K	Hold	4,475	–	–	0.02%	373
2020 Q2	$271K	Hold	4,475	–	–	0.02%	367
2020 Q1	$242K	Sell	4,475 -700	-14%	-$44.4K	0.02%	367
2019 Q4	$339K	Hold	5,175	–	–	0.02%	348
2019 Q3	$332K	Hold	5,175	–	–	0.02%	344
2019 Q2	$319K	Hold	5,175	–	–	0.02%	348
2019 Q1	$304K	Hold	5,175	–	–	0.02%	346
2018 Q4	$271K	Buy	5,175 +275	+6%	+$15.1K	0.02%	341
2018 Q3	$279K	Hold	4,900	–	–	0.02%	347
2018 Q2	$260K	Hold	4,900	–	–	0.02%	358
2018 Q1	$254K	Sell	4,900 -25	-0.5%	-$1.32K	0.02%	352
2017 Q4	$260K	Hold	4,925	–	–	0.02%	325
2017 Q3	$248K	Buy	4,925 +825	+20%	+$41.1K	0.02%	321
2017 Q2	$201K	Hold	4,100	–	–	0.02%	338
2017 Q1	$196K	Sell	4,100 -50	-1%	-$2.34K	0.02%	342
2016 Q4	$188K	Sell	4,150 -394	-9%	-$17.6K	0.02%	345
2016 Q3	$206K	Sell	4,544 -3,786	-45%	-$175K	0.02%	330
2016 Q2	$385K	Buy	8,330 +69	+0.8%	+$3.06K	0.04%	266
2016 Q1	$363K	Sell	8,261 -1,222	-13%	-$50.8K	0.04%	268
2015 Q4	$396K	Hold	9,483	–	–	0.05%	257
2015 Q3	$375K	Sell	9,483 -422	-4%	-$17.3K	0.05%	269
2015 Q2	$399K	Hold	9,905	–	–	0.04%	281
2015 Q1	$409K	Sell	9,905 -272	-3%	-$11.2K	0.05%	277
2014 Q4	$412K	Buy	10,177 +148	+1%	+$5.83K	0.05%	278
2014 Q3	$378K	Buy	10,029 +150	+2%	+$5.64K	0.04%	276
2014 Q2	$368K	Buy	9,879 +100	+1%	+$3.66K	0.04%	272
2014 Q1	$352K	Hold	9,779	–	–	0.04%	274
2013 Q4	$347K	Hold	9,779	–	–	0.04%	271
2013 Q3	$325K	Buy	9,779 +600	+7%	+$20K	0.04%	265
2013 Q2	$299K	Buy	+9,179	New	+$305K	0.04%	262

Other funds holding USMV

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WhitTier Trust Company's USMV Position: Q2 2026 in Review

WhitTier Trust Company held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 5,226 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #391.

WhitTier Trust Company first reported a position in USMV in Q2 2013 and has held it in 53 quarters since. The position peaked at $552K in Q4 2021. 711 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

WhitTier Trust Company held 5,226 shares of iShares MSCI USA Min Vol Factor ETF worth $514K as of Q2 2026.
WhitTier Trust Company left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #391 holding.
WhitTier Trust Company first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2013 and has held it in 53 quarters since.
WhitTier Trust Company's iShares MSCI USA Min Vol Factor ETF position peaked at $552K in Q4 2021.
711 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.