Kestra Investment Management
USMV icon

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
2026
Q2 		$248K Buy
+2,568
New +$244K ﹤0.01% 457
2025
Q1 		– Sell
-199
Closed -$17.6K – 1389
2024
Q4 		$17.6K Buy
+199
New +$18.3K ﹤0.01% 743

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 $67.3B AUM 21.9% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
Millburn Ridgefield Corp
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 22.9% 1-Year Est. Return

Kestra Investment Management's USMV Position: Q2 2026 in Review

Kestra Investment Management opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 2,568 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #457 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in USMV as recently as Q4 2024.

Kestra Investment Management first reported a position in USMV in Q4 2024 and has held it in 2 quarters since. 1,380 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Kestra Investment Management held 2,568 shares of iShares MSCI USA Min Vol Factor ETF worth $248K as of Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF was a new Kestra Investment Management position in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Kestra Investment Management's portfolio in Q2 2026, its #457 holding.
  • Kestra Investment Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 2 quarters since.
  • 1,380 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.