K2 Financial’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

K2 Financial’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	$1.15M	Sell	11,721 -209	-2%	-$19.8K	0.81%	33
2026 Q1	$1.12M	Sell	11,930 -10	-0.1%	-$950	0.82%	35
2025 Q4	$1.13M	Buy	11,940 +47	+0.4%	+$4.43K	0.87%	35
2025 Q3	$1.12M	Buy	11,893 +97	+0.8%	+$9.09K	0.9%	34
2025 Q2	$1.09M	Sell	11,796 -31	-0.3%	-$2.85K	0.96%	34
2025 Q1	$1.04M	Buy	11,827 +277	+2%	+$25.5K	1.02%	33
2024 Q4	$1.02M	Buy	+11,550	New	+$1.06M	1.01%	33

Other funds holding USMV

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

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

K2 Financial's USMV Position: Q2 2026 in Review

K2 Financial reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.8% in Q2 2026, selling an estimated $19.8K and leaving 11,721 shares worth $1.15M. The position accounts for 0.81% of the portfolio, ranked #33.

K2 Financial first reported a position in USMV in Q4 2024 and has held it in 7 quarters since. 427 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

K2 Financial held 11,721 shares of iShares MSCI USA Min Vol Factor ETF worth $1.15M as of Q2 2026.
K2 Financial sold 209 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $19.8K.
iShares MSCI USA Min Vol Factor ETF made up 0.81% of K2 Financial's portfolio in Q2 2026, its #33 holding.
K2 Financial first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
427 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on K2 Financial's 13F filing for Q2 2026, filed 21 Jul 2026.