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Kelman-Lazarov Inc’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Kelman-Lazarov Inc’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 		$222K Hold
2,301
– – 0.03% 146
2026
Q1 		$213K Hold
2,301
– – 0.03% 138
2025
Q4 		$217K Hold
2,301
– – 0.03% 131
2025
Q3 		$219K Hold
2,301
– – 0.03% 128
2025
Q2 		$216K Hold
2,301
– – 0.04% 117
2025
Q1 		$216K Buy
+2,301
New +$212K 0.04% 115

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Kelman-Lazarov Inc's USMV Position: Q2 2026 in Review

Kelman-Lazarov Inc held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 2,301 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #146.

Kelman-Lazarov Inc first reported a position in USMV in Q1 2025 and has held it in 6 quarters since. 1,380 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Kelman-Lazarov Inc held 2,301 shares of iShares MSCI USA Min Vol Factor ETF worth $222K as of Q2 2026.
  • Kelman-Lazarov Inc left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.03% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #146 holding.
  • Kelman-Lazarov Inc first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,380 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.