GKWIM
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Gerber Kawasaki Wealth & Investment Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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 		$10.9M Sell
112,746
-1,369
-1% -$130K 0.29% 57
2026
Q1 		$10.6M Sell
114,115
-5,679
-5% -$539K 0.34% 55
2025
Q4 		$11.3M Sell
119,794
-1,133
-0.9% -$107K 0.39% 52
2025
Q3 		$11.5M Sell
120,927
-589
-0.5% -$55.2K 0.39% 51
2025
Q2 		$11.4M Sell
121,516
-925
-0.8% -$85.1K 0.44% 50
2025
Q1 		$11.5M Sell
122,441
-1,638
-1% -$151K 0.52% 45
2024
Q4 		$11M Sell
124,079
-2,039
-2% -$187K 0.48% 48
2024
Q3 		$11.5M Sell
126,118
-731
-0.6% -$64.4K 0.53% 47
2024
Q2 		$10.7M Sell
126,849
-2,812
-2% -$232K 0.53% 47
2024
Q1 		$10.8M Sell
129,661
-2,301
-2% -$186K 0.59% 47
2023
Q4 		$10.3M Sell
131,962
-3,809
-3% -$284K 0.62% 41
2023
Q3 		$9.83M Sell
135,771
-3,474
-2% -$259K 0.67% 34
2023
Q2 		$10.4M Sell
139,245
-10,905
-7% -$797K 0.69% 35
2023
Q1 		$10.9M Buy
150,150
+72
+0% +$5.17K 0.86% 31
2022
Q4 		$10.8M Sell
150,078
-151,546
-50% -$10.8M 0.96% 34
2022
Q3 		$19.9M Buy
301,624
+8,961
+3% +$646K 1.86% 12
2022
Q2 		$20.5M Sell
292,663
-101,366
-26% -$7.42M 1.95% 12
2022
Q1 		$30.6M Sell
394,029
-14,002
-3% -$1.06M 2.49% 9
2021
Q4 		$33M Buy
408,031
+404,982
+13,282% +$31.4M 2.63% 9
2021
Q3 		$3.05M Sell
3,049
-360,941
-99% -$27.5M 0.39% 44
2021
Q2 		$26.8M Buy
363,990
+35,769
+11% +$2.58M 2.74% 9
2021
Q1 		$22.7M Sell
328,221
-6,960
-2% -$471K 2.73% 8
2020
Q4 		$22.8M Buy
335,181
+16,018
+5% +$1.05M 3.15% 5
2020
Q3 		$20.3M Buy
319,163
+15,346
+5% +$974K 4.34% 4
2020
Q2 		$18.4M Sell
303,817
-135,201
-31% -$8.02M 4.08% 5
2020
Q1 		$23.7M Buy
439,018
+26,477
+6% +$1.68M 6.72% 1
2019
Q4 		$27.1M Buy
412,541
+24,659
+6% +$1.58M 6.82% 1
2019
Q3 		$24.9M Buy
387,882
+33,110
+9% +$2.1M 7.13% 1
2019
Q2 		$21.9M Buy
354,772
+47,239
+15% +$2.84M 6.37% 2
2019
Q1 		$18.1M Buy
307,533
+202,610
+193% +$11.3M 5.38% 3
2018
Q4 		$5.5M Buy
104,923
+94,448
+902% +$5.19M 1.93% 20
2018
Q3 		$597K Buy
10,475
+157
+2% +$8.75K 0.16% 65
2018
Q2 		$549K Buy
10,318
+3,332
+48% +$175K 0.16% 61
2018
Q1 		$362K Buy
6,986
+535
+8% +$28.3K 0.12% 74
2017
Q4 		$340K Sell
6,451
-614
-9% -$31.9K 0.12% 79
2017
Q3 		$358K Sell
7,065
-1,786
-20% -$89.1K 0.13% 79
2017
Q2 		$431K Sell
8,851
-1,621
-15% -$78.9K 0.16% 80
2017
Q1 		$499K Sell
10,472
-1,057
-9% -$49.5K 0.21% 73
2016
Q4 		$521K Buy
11,529
+290
+3% +$12.9K 0.27% 63
2016
Q3 		$510K Buy
11,239
+2,550
+29% +$118K 0.3% 59
2016
Q2 		$401K Buy
8,689
+1,921
+28% +$85.3K 0.25% 62
2016
Q1 		$297K Sell
6,768
-916
-12% -$38.1K 0.21% 66
2015
Q4 		$321K Buy
+7,684
New +$320K 0.22% 61

Other funds holding USMV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's USMV Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.2% in Q2 2026, selling an estimated $130K and leaving 112,746 shares worth $10.9M. The position accounts for 0.29% of the portfolio, ranked #57.

Gerber Kawasaki Wealth & Investment Management first reported a position in USMV in Q4 2015 and has held it in 43 quarters since. The position peaked at $33M in Q4 2021. 1,080 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 112,746 shares of iShares MSCI USA Min Vol Factor ETF worth $10.9M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 1,369 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $130K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.29% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #57 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2015 and has held it in 43 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's iShares MSCI USA Min Vol Factor ETF position peaked at $33M in Q4 2021.
  • 1,080 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.