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

Trueblood Wealth Management’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	$238K	Sell	2,467 -4	-0.2%	-$380	0.08%	238
2026 Q1	$229K	Buy	2,471 +10	+0.4%	+$950	0.09%	238
2025 Q4	$232K	Buy	2,461 +10	+0.4%	+$942	0.09%	230
2025 Q3	$233K	Buy	2,451 +9	+0.4%	+$843	0.09%	232
2025 Q2	$229K	Buy	2,442 +12	+0.5%	+$1.1K	0.1%	224
2025 Q1	$228K	Buy	2,430 +16	+0.7%	+$1.47K	0.11%	211
2024 Q4	$214K	Hold	2,414	–	–	0.11%	215
2024 Q3	$220K	Buy	+2,414	New	+$213K	0.11%	212

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

Trueblood Wealth Management's USMV Position: Q2 2026 in Review

Trueblood Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.16% in Q2 2026, selling an estimated $380 and leaving 2,467 shares worth $238K. The position accounts for 0.08% of the portfolio, ranked #238.

Trueblood Wealth Management first reported a position in USMV in Q3 2024 and has held it in 8 quarters since. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Trueblood Wealth Management held 2,467 shares of iShares MSCI USA Min Vol Factor ETF worth $238K as of Q2 2026.
Trueblood Wealth Management sold 4 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $380.
iShares MSCI USA Min Vol Factor ETF made up 0.08% of Trueblood Wealth Management's portfolio in Q2 2026, its #238 holding.
Trueblood Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2024 and has held it in 8 quarters since.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.