Keener Financial Planning’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Keener Financial Planning’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
2025 Q4	–	Sell	-224	Closed	-$21K	–	201
2025 Q3	$21K	Hold	224	–	–	0.01%	132
2025 Q2	$21K	Hold	224	–	–	0.01%	133
2025 Q1	$20K	Hold	224	–	–	0.01%	104
2024 Q4	$19K	Hold	224	–	–	0.01%	118
2024 Q3	$20K	Hold	224	–	–	0.01%	112
2024 Q2	$18K	Sell	224 -90	-29%	-$7.42K	0.01%	121
2024 Q1	$27K	Sell	314 -18	-5%	-$1.45K	0.02%	112
2023 Q4	$26K	Buy	+332	New	+$24.8K	0.02%	116

Other funds holding USMV

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

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Keener Financial Planning's USMV Position: Q4 2025 in Review

Keener Financial Planning sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 224 shares — an estimated $21K sold.

Keener Financial Planning first reported a position in USMV in Q4 2023 and held it in 8 quarters. The position peaked at $27K in Q1 2024. 1,376 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

Keener Financial Planning reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
Keener Financial Planning sold 224 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $21K.
Keener Financial Planning first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and held it in 8 quarters.
Keener Financial Planning's iShares MSCI USA Min Vol Factor ETF position peaked at $27K in Q1 2024.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.