KCM Investment Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

KCM Investment Advisors’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 Q1	$280K	Hold	3,020	–	–	0.01%	351
2025 Q4	$284K	Hold	3,020	–	–	0.01%	337
2025 Q3	$287K	Hold	3,020	–	–	0.01%	330
2025 Q2	$283K	Hold	3,020	–	–	0.01%	327
2025 Q1	$283K	Hold	3,020	–	–	0.01%	312
2024 Q4	$268K	Hold	3,020	–	–	0.01%	325
2024 Q3	$276K	Sell	3,020 -80	-3%	-$7.05K	0.01%	331
2024 Q2	$260K	Hold	3,100	–	–	0.01%	331
2024 Q1	$259K	Sell	3,100 -78	-2%	-$6.29K	0.01%	339
2023 Q4	$248K	Sell	3,178 -1,132	-26%	-$84.5K	0.01%	335
2023 Q3	$312K	Sell	4,310 -1,873	-30%	-$140K	0.01%	302
2023 Q2	$460K	Hold	6,183	–	–	0.02%	268
2023 Q1	$450K	Hold	6,183	–	–	0.02%	284
2022 Q4	$446K	Sell	6,183 -2,377	-28%	-$169K	0.02%	275
2022 Q3	$566K	Sell	8,560 -50	-0.6%	-$3.6K	0.03%	240
2022 Q2	$605K	Hold	8,610	–	–	0.03%	245
2022 Q1	$668K	Hold	8,610	–	–	0.02%	245
2021 Q4	$697K	Buy	8,610 +4,136	+92%	+$320K	0.02%	254
2021 Q3	$329K	Hold	4,474	–	–	0.01%	314
2021 Q2	$329K	Buy	4,474 +24	+0.5%	+$1.73K	0.01%	316
2021 Q1	$308K	Sell	4,450 -400	-8%	-$27K	0.01%	309
2020 Q4	$329K	Hold	4,850	–	–	0.02%	280
2020 Q3	$309K	Sell	4,850 -1,500	-24%	-$95.2K	0.02%	267
2020 Q2	$385K	Sell	6,350 -803	-11%	-$47.7K	0.02%	254
2020 Q1	$386K	Hold	7,153	–	–	0.03%	238
2019 Q4	$469K	Buy	7,153 +2,280	+47%	+$146K	0.03%	250
2019 Q3	$312K	Buy	+4,873	New	+$309K	0.02%	281

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KCM Investment Advisors's USMV Position: Q1 2026 in Review

KCM Investment Advisors held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 3,020 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #351.

KCM Investment Advisors first reported a position in USMV in Q3 2019 and has held it in 27 quarters since. The position peaked at $697K in Q4 2021. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

KCM Investment Advisors held 3,020 shares of iShares MSCI USA Min Vol Factor ETF worth $280K as of Q1 2026.
KCM Investment Advisors left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of KCM Investment Advisors's portfolio in Q1 2026, its #351 holding.
KCM Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and has held it in 27 quarters since.
KCM Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $697K in Q4 2021.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.