True Link Financial Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

True Link Financial Advisors’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	–	Sell	-172	Closed	-$16K	–	387
2026 Q1	$16K	Buy	+172	New	+$16.3K	﹤0.01%	298
2024 Q1	–	Sell	-283,807	Closed	-$22.1M	–	76
2023 Q4	$22.1M	Buy	283,807 +37,582	+15%	+$2.8M	2.4%	12
2023 Q3	$17.8M	Buy	246,225 +5,608	+2%	+$418K	2.14%	14
2023 Q2	$17.9M	Buy	240,617 +4,137	+2%	+$302K	2.16%	14
2023 Q1	$17.2M	Buy	236,480 +61,424	+35%	+$4.41M	2.15%	15
2022 Q4	$12.6M	Buy	175,056 +12,910	+8%	+$919K	1.71%	17
2022 Q3	$10.7M	Buy	162,146 +50,249	+45%	+$3.62M	1.55%	17
2022 Q2	$7.86M	Buy	111,897 +4,859	+5%	+$356K	1.19%	18
2022 Q1	$8.3M	Buy	107,038 +37,303	+53%	+$2.82M	1.2%	13
2021 Q4	$5.64M	Buy	69,735 +1,794	+3%	+$139K	0.75%	15
2021 Q3	$4.99M	Buy	67,941 +4,380	+7%	+$334K	0.69%	17
2021 Q2	$4.68M	Buy	63,561 +6,600	+12%	+$477K	0.69%	17
2021 Q1	$3.94M	Buy	56,961 +11,171	+24%	+$755K	0.57%	24
2020 Q4	$3.11M	Buy	+45,790	New	+$3.01M	0.49%	24

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

True Link Financial Advisors's USMV Position: Q2 2026 in Review

True Link Financial Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 172 shares — an estimated $16K sold.

True Link Financial Advisors first reported a position in USMV in Q4 2020 and held it in 14 quarters. The position peaked at $22.1M in Q4 2023. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

True Link Financial Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
True Link Financial Advisors sold 172 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $16K.
True Link Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and held it in 14 quarters.
True Link Financial Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $22.1M in Q4 2023.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.