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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Kelman-Lazarov Inc's USMV Position: Q1 2026 in Review

Kelman-Lazarov Inc held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 2,301 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #138.

Kelman-Lazarov Inc first reported a position in USMV in Q1 2025 and has held it in 5 quarters since. The position peaked at $219K in Q3 2025. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Kelman-Lazarov Inc held 2,301 shares of iShares MSCI USA Min Vol Factor ETF worth $213K as of Q1 2026.
Kelman-Lazarov Inc left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.03% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #138 holding.
Kelman-Lazarov Inc first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and has held it in 5 quarters since.
Kelman-Lazarov Inc's iShares MSCI USA Min Vol Factor ETF position peaked at $219K in Q3 2025.
1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.