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Kaydan Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Kaydan Wealth 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 		$1.4M Sell
14,547
-882
-6% -$83.7K 0.43% 34
2026
Q1 		$1.43M Sell
15,429
-168
-1% -$16K 0.48% 29
2025
Q4 		$1.47M Sell
15,597
-675
-4% -$63.6K 0.43% 30
2025
Q3 		$1.55M Sell
16,272
-710
-4% -$66.5K 0.44% 32
2025
Q2 		$1.59M Sell
16,982
-136
-0.8% -$12.5K 0.52% 29
2025
Q1 		$1.6M Sell
17,118
-447
-3% -$41.1K 0.51% 29
2024
Q4 		$1.56M Sell
17,565
-181
-1% -$16.6K 0.52% 28
2024
Q3 		$1.62M Sell
17,746
-1,824
-9% -$161K 0.48% 28
2024
Q2 		$1.64M Sell
19,570
-450
-2% -$37.1K 0.58% 28
2024
Q1 		$1.67M Sell
20,020
-517
-3% -$41.7K 0.57% 27
2023
Q4 		$1.6M Sell
20,537
-123
-0.6% -$9.18K 0.65% 25
2023
Q3 		$1.5M Sell
20,660
-650
-3% -$48.5K 0.6% 23
2023
Q2 		$1.58M Sell
21,310
-932
-4% -$68.1K 0.66% 21
2023
Q1 		$1.62M Sell
22,242
-388
-2% -$27.9K 0.66% 19
2022
Q4 		$1.63M Sell
22,630
-802
-3% -$57.1K 0.65% 20
2022
Q3 		$1.55M Sell
23,432
-107
-0.5% -$7.71K 0.85% 17
2022
Q2 		$1.65M Sell
23,539
-344,017
-94% -$25.2M 0.92% 16
2022
Q1 		$28.5M Buy
367,556
+4,198
+1% +$318K 12.6% 2
2021
Q4 		$29.4M Buy
+363,358
New +$28.1M 11.14% 2

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Kaydan Wealth Management's USMV Position: Q2 2026 in Review

Kaydan Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 5.7% in Q2 2026, selling an estimated $83.7K and leaving 14,547 shares worth $1.4M. The position accounts for 0.43% of the portfolio, ranked #34.

Kaydan Wealth Management first reported a position in USMV in Q4 2021 and has held it in 19 quarters since. The position peaked at $29.4M in Q4 2021. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Kaydan Wealth Management held 14,547 shares of iShares MSCI USA Min Vol Factor ETF worth $1.4M as of Q2 2026.
  • Kaydan Wealth Management sold 882 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $83.7K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.43% of Kaydan Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Kaydan Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • Kaydan Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $29.4M in Q4 2021.
  • 1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.