Turning Point Benefit Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Turning Point Benefit Group’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	–	Sell	-5	Closed	-$471	–	757
2025 Q4	$471	Hold	5	–	–	﹤0.01%	652
2025 Q3	$475	Buy	+5	New	+$468	﹤0.01%	504

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 $5.37B AUM 18.53% 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

Turning Point Benefit Group's USMV Position: Q1 2026 in Review

Turning Point Benefit Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 5 shares — an estimated $471 sold.

Turning Point Benefit Group first reported a position in USMV in Q3 2025 and held it in 2 quarters. The position peaked at $475 in Q3 2025. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Turning Point Benefit Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 5 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $471.
Turning Point Benefit Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2025 and held it in 2 quarters.
Turning Point Benefit Group's iShares MSCI USA Min Vol Factor ETF position peaked at $475 in Q3 2025.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.