Intrua Financial’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Intrua Financial’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	$296K	Sell	3,064 -4,075	-57%	-$387K	0.03%	394
2026 Q1	$662K	Sell	7,139 -381	-5%	-$36.2K	0.07%	210
2025 Q4	$708K	Sell	7,520 -4,662	-38%	-$439K	0.07%	196
2025 Q3	$1.16M	Buy	+12,182	New	+$1.14M	0.13%	133
2024 Q1	–	Sell	-88,848	Closed	-$6.93M	–	450
2023 Q4	$6.93M	Sell	88,848 -4,639	-5%	-$346K	1.01%	19
2023 Q3	$6.77M	Buy	93,487 +12	+0%	+$895	1.15%	16
2023 Q2	$6.95M	Buy	93,475 +5,040	+6%	+$368K	1.18%	18
2023 Q1	$6.5M	Buy	88,435 +1,936	+2%	+$139K	1.35%	15
2022 Q4	$6.19M	Sell	86,499 -807	-0.9%	-$57.4K	1.43%	12
2022 Q3	$5.77M	Sell	87,306 -2,847	-3%	-$205K	1.54%	12
2022 Q2	$6.33M	Sell	90,153 -3,471	-4%	-$254K	1.35%	14
2022 Q1	$7.26M	Buy	93,624 +2,199	+2%	+$166K	1.3%	15
2021 Q4	$7.4M	Sell	91,425 -73	-0.1%	-$5.65K	1.29%	14
2021 Q3	$7.03M	Buy	91,498 +82,798	+952%	+$6.31M	1.3%	15
2021 Q2	$666K	Sell	8,700 -1,591	-15%	-$115K	0.16%	136
2021 Q1	$740K	Buy	10,291 +1,607	+19%	+$109K	0.19%	119
2020 Q4	$589K	Sell	8,684 -1,138	-12%	-$74.9K	0.26%	76
2020 Q3	$659K	Sell	9,822 -24,604	-71%	-$1.56M	0.32%	62
2020 Q2	$2.21M	Buy	+34,426	New	+$2.04M	0.84%	24

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

JIC

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Intrua Financial's USMV Position: Q2 2026 in Review

Intrua Financial reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 57% in Q2 2026, selling an estimated $387K and leaving 3,064 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #394.

Intrua Financial first reported a position in USMV in Q2 2020 and has held it in 19 quarters since. The position peaked at $7.4M in Q4 2021. 589 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Intrua Financial held 3,064 shares of iShares MSCI USA Min Vol Factor ETF worth $296K as of Q2 2026.
Intrua Financial sold 4,075 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $387K.
iShares MSCI USA Min Vol Factor ETF made up 0.03% of Intrua Financial's portfolio in Q2 2026, its #394 holding.
Intrua Financial first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2020 and has held it in 19 quarters since.
Intrua Financial's iShares MSCI USA Min Vol Factor ETF position peaked at $7.4M in Q4 2021.
589 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.