Kelly Financial Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Kelly Financial Group’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	$9.46M	Buy	98,110 +6,073	+7%	+$576K	2.1%	13
2026 Q1	$8.54M	Buy	92,037 +2,765	+3%	+$263K	2.15%	13
2025 Q4	$8.41M	Buy	89,272 +3,808	+4%	+$359K	2.14%	14
2025 Q3	$8.13M	Buy	85,464 +6,381	+8%	+$598K	2.16%	13
2025 Q2	$7.42M	Buy	79,083 +5,195	+7%	+$478K	2.15%	13
2025 Q1	$6.92M	Buy	73,888 +9,056	+14%	+$833K	2.16%	14
2024 Q4	$5.76M	Buy	+64,832	New	+$5.95M	2.05%	14

Other funds holding USMV

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

MRC

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

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Kelly Financial Group's USMV Position: Q2 2026 in Review

Kelly Financial Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 6.6% in Q2 2026, buying an estimated $576K and bringing the position to 98,110 shares worth $9.46M. The position accounts for 2.1% of the portfolio, ranked #13.

Kelly Financial Group first reported a position in USMV in Q4 2024 and has held it in 7 quarters since. 392 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Kelly Financial Group held 98,110 shares of iShares MSCI USA Min Vol Factor ETF worth $9.46M as of Q2 2026.
Kelly Financial Group bought 6,073 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $576K.
iShares MSCI USA Min Vol Factor ETF made up 2.1% of Kelly Financial Group's portfolio in Q2 2026, its #13 holding.
Kelly Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
392 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.