tru Independence’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

tru Independence’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
2022 Q2	–	Sell	-12,460	Closed	-$964K	–	205
2022 Q1	$964K	Sell	12,460 -124	-1%	-$9.39K	0.26%	71
2021 Q4	$1.02M	Hold	12,584	–	–	0.28%	68
2021 Q3	$923K	Sell	12,584 -1	-0%	-$76	0.26%	70
2021 Q2	$926K	Buy	12,585 +1,482	+13%	+$107K	0.27%	64
2021 Q1	$799K	Sell	11,103 -3,090	-22%	-$209K	0.15%	138
2020 Q4	$963K	Buy	+14,193	New	+$934K	1.75%	11
2020 Q3	–	Sell	-14,274	Closed	-$865	–	831
2020 Q2	$865	Buy	+14,274	New	+$847K	0.13%	122
2020 Q1	–	Sell	-238	Closed	-$13K	–	908
2019 Q4	$13K	Buy	+238	New	+$15.3K	﹤0.01%	535

Other funds holding USMV

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

tru Independence's USMV Position: Q2 2022 in Review

tru Independence sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2022, closing a stake of 12,460 shares — an estimated $964K sold.

tru Independence first reported a position in USMV in Q4 2019 and held it in 8 quarters. The position peaked at $1.02M in Q4 2021. 1,089 funds tracked by Wall St. Rank hold USMV as of Q2 2022.

tru Independence reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
tru Independence sold 12,460 iShares MSCI USA Min Vol Factor ETF shares in Q2 2022, an estimated $964K.
tru Independence first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and held it in 8 quarters.
tru Independence's iShares MSCI USA Min Vol Factor ETF position peaked at $1.02M in Q4 2021.
1,089 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2022.

Based on tru Independence's 13F filing for Q2 2022, filed 4 Aug 2022.