Ken Fisher
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Ken Fisher’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Ken Fisher’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 		$390K Buy
4,207
+507
+14% +$48.2K ﹤0.01% 839
2025
Q4 		$348K Buy
3,700
+349
+10% +$32.9K ﹤0.01% 856
2025
Q3 		$319K Sell
3,351
-477
-12% -$44.7K ﹤0.01% 878
2025
Q2 		$359K Sell
3,828
-527
-12% -$48.5K ﹤0.01% 847
2025
Q1 		$408K Sell
4,355
-4,036
-48% -$371K ﹤0.01% 830
2024
Q4 		$745K Sell
8,391
-1,496
-15% -$137K ﹤0.01% 710
2024
Q3 		$903K Sell
9,887
-1,483
-13% -$131K ﹤0.01% 674
2024
Q2 		$955K Sell
11,370
-1,154
-9% -$95.1K ﹤0.01% 689
2024
Q1 		$1.05M Buy
12,524
+8,285
+195% +$668K ﹤0.01% 682
2023
Q4 		$331K Sell
4,239
-164
-4% -$12.2K ﹤0.01% 849
2023
Q3 		$319K Buy
4,403
+757
+21% +$56.4K ﹤0.01% 924
2023
Q2 		$271K Sell
3,646
-293
-7% -$21.4K ﹤0.01% 968
2023
Q1 		$287K Buy
+3,939
New +$283K ﹤0.01% 925
2022
Q1 		– Sell
-4,744
Closed -$384K – 1008
2021
Q4 		$384K Buy
4,744
+2,009
+73% +$156K ﹤0.01% 806
2021
Q3 		$201K Sell
2,735
-86
-3% -$6.55K ﹤0.01% 881
2021
Q2 		$208K Sell
2,821
-129
-4% -$9.32K ﹤0.01% 873
2021
Q1 		$204K Sell
2,950
-159
-5% -$10.8K ﹤0.01% 859
2020
Q4 		$211K Buy
+3,109
New +$205K ﹤0.01% 859
2020
Q3 		– Sell
-3,736
Closed -$227K – 891
2020
Q2 		$227K Sell
3,736
-290
-7% -$17.2K ﹤0.01% 766
2020
Q1 		$217K Sell
4,026
-333
-8% -$21.1K ﹤0.01% 718
2019
Q4 		$286K Buy
+4,359
New +$280K ﹤0.01% 730
2018
Q4 		– Sell
-3,592
Closed -$205K – 848
2018
Q3 		$205K Buy
+3,592
New +$200K ﹤0.01% 769

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ken Fisher's USMV Position: Q1 2026 in Review

Ken Fisher increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 14% in Q1 2026, buying an estimated $48.2K and bringing the position to 4,207 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Ken Fisher first reported a position in USMV in Q3 2018 and has held it in 22 quarters since. The position peaked at $1.05M in Q1 2024. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Ken Fisher held 4,207 shares of iShares MSCI USA Min Vol Factor ETF worth $390K as of Q1 2026.
  • Ken Fisher bought 507 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $48.2K.
  • iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #839 holding.
  • Ken Fisher first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2018 and has held it in 22 quarters since.
  • Ken Fisher's iShares MSCI USA Min Vol Factor ETF position peaked at $1.05M in Q1 2024.
  • 1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.