TritonPoint Wealth’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

TritonPoint Wealth’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
2025 Q4	–	Sell	-21,263	Closed	-$2.02M	–	356
2025 Q3	$2.02M	Sell	21,263 -297	-1%	-$27.8K	0.17%	118
2025 Q2	$2.02M	Sell	21,560 -203	-0.9%	-$18.7K	0.19%	116
2025 Q1	$2.04M	Sell	21,763 -1,282	-6%	-$118K	0.19%	113
2024 Q4	$2.05M	Sell	23,045 -269	-1%	-$24.7K	0.19%	115
2024 Q3	$2.12M	Sell	23,314 -2,546	-10%	-$224K	0.19%	109
2024 Q2	$2.17M	Buy	+25,860	New	+$2.13M	0.21%	107

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

TritonPoint Wealth's USMV Position: Q4 2025 in Review

TritonPoint Wealth sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 21,263 shares — an estimated $2.02M sold.

TritonPoint Wealth first reported a position in USMV in Q2 2024 and held it in 6 quarters. The position peaked at $2.17M in Q2 2024. 1,373 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

TritonPoint Wealth reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
TritonPoint Wealth sold 21,263 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $2.02M.
TritonPoint Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2024 and held it in 6 quarters.
TritonPoint Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $2.17M in Q2 2024.
1,373 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.