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Kestra Investment Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Kestra Investment Management’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
2025
Q1 		– Sell
-199
Closed -$17.6K – 1389
2024
Q4 		$17.6K Buy
+199
New +$18.3K ﹤0.01% 743

Other funds holding USMV

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Bank of America
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kestra Investment Management's USMV Position: Q1 2025 in Review

Kestra Investment Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2025, closing a stake of 199 shares — an estimated $17.6K sold.

Kestra Investment Management first reported a position in USMV in Q4 2024 and held it in 1 quarter. The position peaked at $17.6K in Q4 2024. 1,298 funds tracked by Wall St. Rank hold USMV as of Q1 2025.

  • Kestra Investment Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 199 iShares MSCI USA Min Vol Factor ETF shares in Q1 2025, an estimated $17.6K.
  • Kestra Investment Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's iShares MSCI USA Min Vol Factor ETF position peaked at $17.6K in Q4 2024.
  • 1,298 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.