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
2026 Q3	$204K	Hold	2,090	–	–	0.09%	107
2026 Q2	$202K	Buy	+2,090	New	+$198K	0.09%	107
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	-$865K	–	831
2020 Q2	$865K	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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

tru Independence's USMV Position: Q3 2026 in Review

tru Independence held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q3 2026 at 2,090 shares worth $204K. The position accounts for 0.09% of the portfolio, ranked #107.

tru Independence first reported a position in USMV in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.02M in Q4 2021. 448 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

tru Independence held 2,090 shares of iShares MSCI USA Min Vol Factor ETF worth $204K as of Q3 2026.
tru Independence left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q3 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.09% of tru Independence's portfolio in Q3 2026, its #107 holding.
tru Independence first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 10 quarters since.
tru Independence's iShares MSCI USA Min Vol Factor ETF position peaked at $1.02M in Q4 2021.
448 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on tru Independence's 13F filing for Q3 2026, filed 20 Oct 2026.