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Kerr Financial Planning’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Kerr Financial Planning’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 		$645K Sell
6,686
-199
-3% -$18.9K 0.72% 32
2026
Q1 		$646K Sell
6,885
-5,803
-46% -$551K 0.46% 27
2025
Q4 		$1.2M Buy
12,688
+6,774
+115% +$638K 1.63% 13
2025
Q3 		$558K Buy
+5,914
New +$554K 0.79% 23

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 22.96% 1-Year Est. Return

Kerr Financial Planning's USMV Position: Q2 2026 in Review

Kerr Financial Planning reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.9% in Q2 2026, selling an estimated $18.9K and leaving 6,686 shares worth $645K. The position accounts for 0.72% of the portfolio, ranked #32.

Kerr Financial Planning first reported a position in USMV in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.2M in Q4 2025. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Kerr Financial Planning held 6,686 shares of iShares MSCI USA Min Vol Factor ETF worth $645K as of Q2 2026.
  • Kerr Financial Planning sold 199 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $18.9K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.72% of Kerr Financial Planning's portfolio in Q2 2026, its #32 holding.
  • Kerr Financial Planning first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's iShares MSCI USA Min Vol Factor ETF position peaked at $1.2M in Q4 2025.
  • 1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.