Truist Financial’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Truist Financial’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 Q1	$31.8M	Buy	342,687 +5,511	+2%	+$523K	0.04%	315
2025 Q4	$31.7M	Sell	337,176 -282,611	-46%	-$26.6M	0.04%	318
2025 Q3	$59M	Sell	619,787 -111,847	-15%	-$10.5M	0.08%	211
2025 Q2	$68.7M	Buy	731,634 +436,281	+148%	+$40.1M	0.1%	191
2025 Q1	$27.7M	Sell	295,353 -5,734	-2%	-$528K	0.04%	317
2024 Q4	$26.7M	Sell	301,087 -129,195	-30%	-$11.9M	0.04%	328
2024 Q3	$39.3M	Buy	430,282 +101,414	+31%	+$8.94M	0.06%	274
2024 Q2	$27.6M	Sell	328,868 -50,545	-13%	-$4.16M	0.04%	340
2024 Q1	$31.7M	Sell	379,413 -98,375	-21%	-$7.94M	0.05%	320
2023 Q4	$37.3M	Sell	477,788 -38,928	-8%	-$2.9M	0.06%	278
2023 Q3	$37.4M	Sell	516,716 -34,184	-6%	-$2.55M	0.06%	269
2023 Q2	$40.9M	Buy	550,900 +1,988	+0.4%	+$145K	0.07%	252
2023 Q1	$39.9M	Buy	548,912 +40,835	+8%	+$2.93M	0.07%	253
2022 Q4	$36.6M	Buy	508,077 +34,696	+7%	+$2.47M	0.06%	269
2022 Q3	$31.3M	Buy	473,381 +438	+0.1%	+$31.6K	0.06%	282
2022 Q2	$33.2M	Sell	472,943 -16,000	-3%	-$1.17M	0.06%	281
2022 Q1	$37.9M	Sell	488,943 -42,950	-8%	-$3.25M	0.06%	284
2021 Q4	$43M	Sell	531,893 -60,558	-10%	-$4.69M	0.07%	273
2021 Q3	$43.5M	Sell	592,451 -100,200	-14%	-$7.63M	0.07%	257
2021 Q2	$51M	Sell	692,651 -70,023	-9%	-$5.06M	0.08%	233
2021 Q1	$52.8M	Sell	762,674 -694,940	-48%	-$47M	0.09%	222
2020 Q4	$98.9M	Buy	1,457,614 +141,688	+11%	+$9.33M	0.19%	119
2020 Q3	$83.9M	Sell	1,315,926 -272,732	-17%	-$17.3M	0.18%	133
2020 Q2	$96.3M	Sell	1,588,658 -242,048	-13%	-$14.4M	0.22%	116
2020 Q1	$98.9M	Sell	1,830,706 -18,172	-1%	-$1.15M	0.26%	91
2019 Q4	$121M	Buy	+1,848,878	New	+$119M	0.25%	99
2017 Q1	–	Sell	-9,400	Closed	-$425K	–	851
2016 Q4	$425K	Hold	9,400	–	–	0.01%	618
2016 Q3	$427K	Buy	9,400 +1,500	+19%	+$69.4K	0.01%	608
2016 Q2	$365K	Buy	+7,900	New	+$351K	0.01%	642

Other funds holding USMV

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Truist Financial's USMV Position: Q1 2026 in Review

Truist Financial increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.6% in Q1 2026, buying an estimated $523K and bringing the position to 342,687 shares worth $31.8M. The position accounts for 0.04% of the portfolio, ranked #315.

Truist Financial first reported a position in USMV in Q2 2016 and has held it in 29 quarters since. The position peaked at $121M in Q4 2019. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Truist Financial held 342,687 shares of iShares MSCI USA Min Vol Factor ETF worth $31.8M as of Q1 2026.
Truist Financial bought 5,511 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $523K.
iShares MSCI USA Min Vol Factor ETF made up 0.04% of Truist Financial's portfolio in Q1 2026, its #315 holding.
Truist Financial first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2016 and has held it in 29 quarters since.
Truist Financial's iShares MSCI USA Min Vol Factor ETF position peaked at $121M in Q4 2019.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.