TI
Truepoint Inc’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Hold |
3,098
| – | – | 0.01% | 122 |
|
|
2025
Q1 | $290K | Sell |
3,098
-1,552
| -33% | -$145K | 0.01% | 116 |
|
|
2024
Q4 | $413K | Buy |
4,650
+1,552
| +50% | +$138K | 0.01% | 95 |
|
|
2024
Q3 | $283K | Hold |
3,098
| – | – | 0.01% | 111 |
|
|
2024
Q2 | $260K | Sell |
3,098
-3,485
| -53% | -$293K | 0.01% | 108 |
|
|
2024
Q1 | $550K | Buy |
6,583
+3,485
| +112% | +$291K | 0.02% | 79 |
|
|
2023
Q4 | $242K | Sell |
3,098
-453
| -13% | -$35.3K | 0.01% | 204 |
|
|
2023
Q3 | $257K | Buy |
3,551
+453
| +15% | +$32.8K | 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 | +$240K | 0.01% | 126 |
|