Key Capital Management
USMV icon

Key Capital Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Key Capital 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
Q3 		– Sell
-194
Closed -$18.7K – 858
2026
Q2 		$18.7K Buy
194
+88
+83% +$8.35K 0.01% 263
2026
Q1 		$9.8K Sell
106
-139
-57% -$13.2K 0.01% 315
2025
Q4 		$23.1K Buy
+245
New +$23.1K 0.02% 209

Other funds holding USMV

Fidelity Investments
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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 $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Key Capital Management's USMV Position: Q3 2026 in Review

Key Capital Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2026, closing a stake of 194 shares — an estimated $18.7K sold.

Key Capital Management first reported a position in USMV in Q4 2025 and held it in 3 quarters. The position peaked at $23.1K in Q4 2025. 966 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Key Capital Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2026 after selling out during the quarter.
  • Key Capital Management sold 194 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $18.7K.
  • Key Capital Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and held it in 3 quarters.
  • Key Capital Management's iShares MSCI USA Min Vol Factor ETF position peaked at $23.1K in Q4 2025.
  • 966 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.