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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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 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. 434 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.
  • 434 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.