Kayne Anderson Rudnick Investment Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Kayne Anderson Rudnick 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	$148K	Hold	1,529	–	–	﹤0.01%	562
2026 Q1	$142K	Hold	1,529	–	–	﹤0.01%	528
2025 Q4	$144K	Hold	1,529	–	–	﹤0.01%	530
2025 Q3	$146K	Hold	1,529	–	–	﹤0.01%	523
2025 Q2	$144K	Hold	1,529	–	–	﹤0.01%	527
2025 Q1	$143K	Hold	1,529	–	–	﹤0.01%	509
2024 Q4	$136K	Hold	1,529	–	–	﹤0.01%	481
2024 Q3	$140K	Hold	1,529	–	–	﹤0.01%	474
2024 Q2	$128K	Buy	1,529 +89	+6%	+$7.33K	﹤0.01%	481
2024 Q1	$120K	Sell	1,440 -686	-32%	-$55.4K	﹤0.01%	493
2023 Q4	$166K	Buy	2,126 +1,800	+552%	+$134K	﹤0.01%	448
2023 Q3	$23.6K	Hold	326	–	–	﹤0.01%	550
2023 Q2	$24.2K	Hold	326	–	–	﹤0.01%	548
2023 Q1	$23.7K	Sell	326 -104,307	-100%	-$7.5M	﹤0.01%	536
2022 Q4	$7.55M	Buy	+104,633	New	+$7.45M	0.02%	275
2022 Q3	–	Sell	-3,201	Closed	-$225K	–	668
2022 Q2	$225K	Buy	+3,201	New	+$234K	﹤0.01%	409

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's USMV Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 1,529 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Kayne Anderson Rudnick Investment Management first reported a position in USMV in Q2 2022 and has held it in 16 quarters since. The position peaked at $7.55M in Q4 2022. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Kayne Anderson Rudnick Investment Management held 1,529 shares of iShares MSCI USA Min Vol Factor ETF worth $148K as of Q2 2026.
Kayne Anderson Rudnick Investment Management left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #562 holding.
Kayne Anderson Rudnick Investment Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2022 and has held it in 16 quarters since.
Kayne Anderson Rudnick Investment Management's iShares MSCI USA Min Vol Factor ETF position peaked at $7.55M in Q4 2022.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.