Truepoint Inc’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Truepoint Inc’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
2025 Q3	–	Sell	-3,098	Closed	-$291K	–	148
2025 Q2	$291K	Hold	3,098	–	–	0.01%	122
2025 Q1	$290K	Sell	3,098 -1,552	-33%	-$143K	0.01%	116
2024 Q4	$413K	Buy	4,650 +1,552	+50%	+$142K	0.01%	95
2024 Q3	$283K	Hold	3,098	–	–	0.01%	111
2024 Q2	$260K	Sell	3,098 -3,485	-53%	-$287K	0.01%	108
2024 Q1	$550K	Buy	6,583 +3,485	+112%	+$281K	0.02%	79
2023 Q4	$242K	Sell	3,098 -453	-13%	-$33.8K	0.01%	204
2023 Q3	$257K	Buy	3,551 +453	+15%	+$33.8K	0.01%	165
2023 Q2	$230K	Hold	3,098	–	–	0.01%	136
2023 Q1	$225K	Hold	3,098	–	–	0.01%	132
2022 Q4	$223K	Hold	3,098	–	–	0.01%	145
2022 Q3	$205K	Hold	3,098	–	–	0.01%	145
2022 Q2	$218K	Hold	3,098	–	–	0.01%	151
2022 Q1	$240K	Buy	+3,098	New	+$235K	0.01%	126

Other funds holding USMV

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Truepoint Inc's USMV Position: Q3 2025 in Review

Truepoint Inc sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2025, closing a stake of 3,098 shares — an estimated $291K sold.

Truepoint Inc first reported a position in USMV in Q1 2022 and held it in 14 quarters. The position peaked at $550K in Q1 2024. 1,304 funds tracked by Wall St. Rank hold USMV as of Q3 2025.

Truepoint Inc reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
Truepoint Inc sold 3,098 iShares MSCI USA Min Vol Factor ETF shares in Q3 2025, an estimated $291K.
Truepoint Inc first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2022 and held it in 14 quarters.
Truepoint Inc's iShares MSCI USA Min Vol Factor ETF position peaked at $550K in Q1 2024.
1,304 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2025.

Based on Truepoint Inc's 13F filing for Q3 2025, filed 12 Nov 2025.