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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
Q2 		$18.7K Buy
194
+88
+83% +$8.35K 0.01% 263
2026
Q1 		$9.83K 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

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Key Capital Management's USMV Position: Q2 2026 in Review

Key Capital Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 83% in Q2 2026, buying an estimated $8.35K and bringing the position to 194 shares worth $18.7K. The position accounts for 0.01% of the portfolio, ranked #263.

Key Capital Management first reported a position in USMV in Q4 2025 and has held it in 3 quarters since. The position peaked at $23.1K in Q4 2025. 891 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Key Capital Management held 194 shares of iShares MSCI USA Min Vol Factor ETF worth $18.7K as of Q2 2026.
  • Key Capital Management bought 88 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $8.35K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of Key Capital Management's portfolio in Q2 2026, its #263 holding.
  • Key Capital Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • Key Capital Management's iShares MSCI USA Min Vol Factor ETF position peaked at $23.1K in Q4 2025.
  • 891 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.