Keeler & Nadler Financial Planning & Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Keeler & Nadler Financial Planning & 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	$6.91M	Sell	71,589 -3,136	-4%	-$298K	1.96%	18
2026 Q1	$6.93M	Sell	74,725 -686	-0.9%	-$65.2K	2.35%	15
2025 Q4	$7.1M	Sell	75,411 -2,188	-3%	-$206K	2.46%	14
2025 Q3	$7.38M	Sell	77,599 -4,098	-5%	-$384K	2.71%	11
2025 Q2	$7.67M	Sell	81,697 -775	-0.9%	-$71.3K	3.07%	10
2025 Q1	$7.65M	Sell	82,472 -4,890	-6%	-$450K	3.45%	9
2024 Q4	$7.76M	Sell	87,362 -13,140	-13%	-$1.21M	3.63%	9
2024 Q3	$9.18M	Sell	100,502 -18,187	-15%	-$1.6M	4.47%	9
2024 Q2	$9.97M	Sell	118,689 -24,009	-17%	-$1.98M	5.47%	6
2024 Q1	$11.9M	Sell	142,698 -37,420	-21%	-$3.02M	7.16%	4
2023 Q4	$14.1M	Buy	+180,118	New	+$13.4M	10.16%	1
2022 Q4	$14.1M	Buy	+196,205	New	+$14M	12.82%	1
2021 Q4	$14.8M	Buy	+182,432	New	+$14.1M	13.59%	1

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

Keeler & Nadler Financial Planning & Wealth Management's USMV Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 4.2% in Q2 2026, selling an estimated $298K and leaving 71,589 shares worth $6.91M. The position accounts for 1.96% of the portfolio, ranked #18.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in USMV in Q4 2021 and has held it in 13 quarters since. The position peaked at $14.8M in Q4 2021. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Keeler & Nadler Financial Planning & Wealth Management held 71,589 shares of iShares MSCI USA Min Vol Factor ETF worth $6.91M as of Q2 2026.
Keeler & Nadler Financial Planning & Wealth Management sold 3,136 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $298K.
iShares MSCI USA Min Vol Factor ETF made up 1.96% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #18 holding.
Keeler & Nadler Financial Planning & Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 13 quarters since.
Keeler & Nadler Financial Planning & Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $14.8M in Q4 2021.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.