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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.42M Buy
79,083
+5,195
+7% +$488K 2.15% 13
2025
Q1 		$6.92M Buy
73,888
+9,056
+14% +$848K 2.16% 14
2024
Q4 		$5.76M Buy
+64,832
New +$5.76M 2.05% 14