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

Trust Point 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
2026 Q2	$1.04M	Buy	10,777 +184	+2%	+$17.5K	0.09%	116
2026 Q1	$982K	Buy	10,593 +22	+0.2%	+$2.09K	0.09%	126
2025 Q4	$995K	Hold	10,571	–	–	0.08%	120
2025 Q3	$1.01M	Hold	10,571	–	–	0.08%	116
2025 Q2	$992K	Buy	10,571 +172	+2%	+$15.8K	0.09%	108
2025 Q1	$974K	Hold	10,399	–	–	0.09%	121
2024 Q4	$923K	Buy	+10,399	New	+$954K	0.06%	171

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 $67.3B AUM 21.9% 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 22.9% 1-Year Est. Return

Trust Point Inc's USMV Position: Q2 2026 in Review

Trust Point Inc increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.7% in Q2 2026, buying an estimated $17.5K and bringing the position to 10,777 shares worth $1.04M. The position accounts for 0.09% of the portfolio, ranked #116.

Trust Point Inc first reported a position in USMV in Q4 2024 and has held it in 7 quarters since. 1,380 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Trust Point Inc held 10,777 shares of iShares MSCI USA Min Vol Factor ETF worth $1.04M as of Q2 2026.
Trust Point Inc bought 184 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $17.5K.
iShares MSCI USA Min Vol Factor ETF made up 0.09% of Trust Point Inc's portfolio in Q2 2026, its #116 holding.
Trust Point Inc first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
1,380 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.