Kerntke Otto McGlone Wealth Management Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Kerntke Otto McGlone Wealth Management 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	$943K	Sell	9,775 -76	-0.8%	-$7.21K	0.57%	35
2026 Q1	$914K	Buy	9,851 +40	+0.4%	+$3.8K	0.62%	32
2025 Q4	$924K	Buy	9,811 +62	+0.6%	+$5.84K	0.65%	31
2025 Q3	$928K	Buy	9,749 +34	+0.3%	+$3.19K	0.7%	29
2025 Q2	$912K	Buy	9,715 +9	+0.1%	+$828	0.72%	27
2025 Q1	$909K	Buy	9,706 +30	+0.3%	+$2.76K	0.79%	22
2024 Q4	$859K	Hold	9,676	–	–	0.63%	26
2024 Q3	$884K	Sell	9,676 -385	-4%	-$33.9K	0.74%	27
2024 Q2	$845K	Sell	10,061 -128	-1%	-$10.5K	0.79%	23
2024 Q1	$852K	Sell	10,189 -116	-1%	-$9.36K	0.84%	24
2023 Q4	$804K	Sell	10,305 -517	-5%	-$38.6K	0.8%	27
2023 Q3	$783K	Sell	10,822 -514	-5%	-$38.3K	0.81%	27
2023 Q2	$843K	Buy	11,336 +42	+0.4%	+$3.07K	0.83%	27
2023 Q1	$822K	Sell	11,294 -534	-5%	-$38.4K	0.85%	27
2022 Q4	$853K	Buy	11,828 +61	+0.5%	+$4.34K	0.98%	23
2022 Q3	$778K	Sell	11,767 -1,735	-13%	-$125K	1.17%	22
2022 Q2	$948K	Buy	+13,502	New	+$988K	1.41%	18
2022 Q1	–	Sell	-41,695	Closed	-$3.37M	–	66
2021 Q4	$3.37M	Buy	+41,695	New	+$3.23M	4.11%	6
2021 Q3	–	Sell	-48,407	Closed	-$3.56M	–	119
2021 Q2	$3.56M	Buy	48,407 +4,130	+9%	+$298K	1.42%	20
2021 Q1	$3.06M	Buy	44,277 +3,304	+8%	+$223K	1.61%	18
2020 Q4	$2.78M	Buy	40,973 +7,735	+23%	+$509K	1.64%	19
2020 Q3	$2.12M	Buy	33,238 +2,382	+8%	+$151K	1.55%	17
2020 Q2	$1.87M	Buy	30,856 +2,600	+9%	+$154K	1.71%	16
2020 Q1	$1.53M	Buy	28,256 +10,626	+60%	+$674K	1.71%	18
2019 Q4	$1.16M	Buy	+17,630	New	+$1.13M	0.98%	25

Other funds holding USMV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's USMV Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.77% in Q2 2026, selling an estimated $7.21K and leaving 9,775 shares worth $943K. The position accounts for 0.57% of the portfolio, ranked #35.

Kerntke Otto McGlone Wealth Management Group first reported a position in USMV in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.56M in Q2 2021. 427 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Kerntke Otto McGlone Wealth Management Group held 9,775 shares of iShares MSCI USA Min Vol Factor ETF worth $943K as of Q2 2026.
Kerntke Otto McGlone Wealth Management Group sold 76 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $7.21K.
iShares MSCI USA Min Vol Factor ETF made up 0.57% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #35 holding.
Kerntke Otto McGlone Wealth Management Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 25 quarters since.
Kerntke Otto McGlone Wealth Management Group's iShares MSCI USA Min Vol Factor ETF position peaked at $3.56M in Q2 2021.
427 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.