Truvestments Capital’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Truvestments Capital’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	–	Sell	-42	Closed	-$3.9K	–	1291
2026 Q1	$3.9K	Buy	+42	New	+$3.99K	﹤0.01%	920
2023 Q3	–	Sell	-18	Closed	-$1.34K	–	714
2023 Q2	$1.34K	Hold	18	–	–	﹤0.01%	619
2023 Q1	$1.31K	Hold	18	–	–	﹤0.01%	597
2022 Q4	$1.3K	Buy	+18	New	+$1.28K	﹤0.01%	800
2021 Q4	–	Sell	-782	Closed	-$57K	–	658
2021 Q3	$57K	Hold	782	–	–	0.03%	241
2021 Q2	$58K	Hold	782	–	–	0.03%	240
2021 Q1	$54K	Hold	782	–	–	0.03%	271
2020 Q4	$53K	Buy	+782	New	+$51.5K	0.04%	254
2020 Q3	–	Sell	-250	Closed	-$15K	–	541
2020 Q2	$15K	Hold	250	–	–	0.02%	342
2020 Q1	$13K	Buy	+250	New	+$15.9K	0.02%	317
2019 Q4	–	Sell	-2,421	Closed	-$155K	–	562
2019 Q3	$155K	Hold	2,421	–	–	0.1%	147
2019 Q2	$149K	Hold	2,421	–	–	0.1%	157
2019 Q1	$142K	Buy	+2,421	New	+$136K	0.11%	131
2018 Q3	$434K	Sell	7,616 -135	-2%	-$7.52K	0.21%	112
2018 Q2	$412K	Buy	+7,751	New	+$408K	0.26%	109

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 $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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truvestments Capital's USMV Position: Q2 2026 in Review

Truvestments Capital sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 42 shares — an estimated $3.9K sold.

Truvestments Capital first reported a position in USMV in Q2 2018 and held it in 15 quarters. The position peaked at $434K in Q3 2018. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Truvestments Capital reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Truvestments Capital sold 42 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $3.9K.
Truvestments Capital first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2018 and held it in 15 quarters.
Truvestments Capital's iShares MSCI USA Min Vol Factor ETF position peaked at $434K in Q3 2018.
1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.