Kennedy Investment Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Kennedy Investment 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	$4.26M	Sell	44,137 -72,568	-62%	-$6.89M	1.44%	14
2026 Q1	$10.8M	Sell	116,705 -514	-0.4%	-$48.8K	4.24%	6
2025 Q4	$11M	Buy	117,219 +6,942	+6%	+$654K	4.16%	6
2025 Q3	$10.5M	Buy	110,277 +8,888	+9%	+$832K	4.17%	6
2025 Q2	$9.52M	Buy	101,389 +5,008	+5%	+$461K	4.04%	6
2025 Q1	$9.03M	Buy	96,381 +9,352	+11%	+$861K	4.19%	4
2024 Q4	$7.73M	Buy	87,029 +15,084	+21%	+$1.38M	3.5%	5
2024 Q3	$6.57M	Buy	71,945 +2,995	+4%	+$264K	3.02%	6
2024 Q2	$5.79M	Buy	68,950 +15,201	+28%	+$1.25M	2.93%	7
2024 Q1	$4.49M	Buy	53,749 +2,194	+4%	+$177K	2.4%	8
2023 Q4	$4.02M	Buy	51,555 +1,391	+3%	+$104K	2.25%	9
2023 Q3	$3.63M	Buy	50,164 +5,083	+11%	+$379K	2.18%	9
2023 Q2	$3.35M	Sell	45,081 -1,065	-2%	-$77.8K	1.96%	12
2023 Q1	$3.36M	Buy	46,146 +2,646	+6%	+$190K	2.05%	11
2022 Q4	$3.14M	Buy	+43,500	New	+$3.1M	2%	13

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kennedy Investment Group's USMV Position: Q2 2026 in Review

Kennedy Investment Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 62% in Q2 2026, selling an estimated $6.89M and leaving 44,137 shares worth $4.26M. The position accounts for 1.44% of the portfolio, ranked #14.

Kennedy Investment Group first reported a position in USMV in Q4 2022 and has held it in 15 quarters since. The position peaked at $11M in Q4 2025. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Kennedy Investment Group held 44,137 shares of iShares MSCI USA Min Vol Factor ETF worth $4.26M as of Q2 2026.
Kennedy Investment Group sold 72,568 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $6.89M.
iShares MSCI USA Min Vol Factor ETF made up 1.44% of Kennedy Investment Group's portfolio in Q2 2026, its #14 holding.
Kennedy Investment Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
Kennedy Investment Group's iShares MSCI USA Min Vol Factor ETF position peaked at $11M in Q4 2025.
1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.