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 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

tru Independence's USMV Position: Q2 2026 in Review

tru Independence opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 2,090 shares worth $202K. The stake represents 0.09% of the portfolio and ranks #107 among its holdings. This is a return to the name: tru Independence previously reported a position in USMV as recently as Q1 2022.

tru Independence first reported a position in USMV in Q4 2019 and has held it in 9 quarters since. The position peaked at $1.02M in Q4 2021. 1,375 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

tru Independence held 2,090 shares of iShares MSCI USA Min Vol Factor ETF worth $202K as of Q2 2026.
iShares MSCI USA Min Vol Factor ETF was a new tru Independence position in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.09% of tru Independence's portfolio in Q2 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 9 quarters since.
tru Independence's iShares MSCI USA Min Vol Factor ETF position peaked at $1.02M in Q4 2021.
1,375 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on tru Independence's 13F filing for Q2 2026, filed 10 Aug 2026.