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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
Q3 		$1.35M Sell
13,838
-709
-5% -$70.3K 0.46% 32
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
KIA
Koenig Investment Advisory Ashland, Oregon $137M AUM 8.53% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

Kaydan Wealth Management's USMV Position: Q3 2026 in Review

Kaydan Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 4.9% in Q3 2026, selling an estimated $70.3K and leaving 13,838 shares worth $1.35M. The position accounts for 0.46% of the portfolio, ranked #32.

Kaydan Wealth Management first reported a position in USMV in Q4 2021 and has held it in 20 quarters since. The position peaked at $29.4M in Q4 2021. 105 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Kaydan Wealth Management held 13,838 shares of iShares MSCI USA Min Vol Factor ETF worth $1.35M as of Q3 2026.
  • Kaydan Wealth Management sold 709 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $70.3K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.46% of Kaydan Wealth Management's portfolio in Q3 2026, its #32 holding.
  • Kaydan Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 20 quarters since.
  • Kaydan Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $29.4M in Q4 2021.
  • 105 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Kaydan Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.