Timothy G. Youngquist 2020 Irrevocable Trust’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-8,377
Closed -$777K 468
2026
Q1
$777K Buy
+8,377
New +$796K 0.34% 76

Other funds holding USMV

Timothy G. Youngquist 2020 Irrevocable Trust's USMV Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 8,377 shares — an estimated $777K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in USMV in Q1 2026 and held it in 1 quarter. The position peaked at $777K in Q1 2026. 950 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 8,377 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $777K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's iShares MSCI USA Min Vol Factor ETF position peaked at $777K in Q1 2026.
  • 950 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.