Key Financial Inc
USMV icon

Key Financial Inc’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Key Financial Inc’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 		$137K Sell
1,405
-415
-23% -$41.1K 0.02% 359
2026
Q2 		$176K Buy
1,820
+281
+18% +$26.7K 0.03% 322
2026
Q1 		$143K Sell
1,539
-270
-15% -$25.6K 0.03% 346
2025
Q4 		$170K Buy
1,809
+44
+2% +$4.14K 0.03% 316
2025
Q3 		$168K Hold
1,765
– – 0.03% 318
2025
Q2 		$166K Sell
1,765
-29
-2% -$2.67K 0.03% 305
2025
Q1 		$168K Buy
1,794
+111
+7% +$10.2K 0.04% 290
2024
Q4 		$149K Hold
1,683
– – 0.03% 297
2024
Q3 		$154K Hold
1,683
– – 0.03% 281
2024
Q2 		$141K Sell
1,683
-421
-20% -$34.7K 0.03% 275
2024
Q1 		$176K Sell
2,104
-191
-8% -$15.4K 0.04% 242
2023
Q4 		$179K Hold
2,295
– – 0.05% 230
2023
Q3 		$166K Buy
2,295
+421
+22% +$31.4K 0.06% 225
2023
Q2 		$139K Buy
1,874
+1,198
+177% +$87.5K 0.05% 249
2023
Q1 		$49.2K Hold
676
– – 0.02% 397
2022
Q4 		$44.7K Hold
676
– – 0.02% 381
2022
Q3 		$45K Hold
676
– – 0.02% 383
2022
Q2 		$48K Buy
676
+5
+0.7% +$366 0.03% 367
2022
Q1 		$52K Hold
671
– – 0.03% 359
2021
Q4 		$54K Hold
671
– – 0.03% 344
2021
Q3 		$49K Hold
671
– – 0.03% 347
2021
Q2 		$51K Hold
671
– – 0.03% 353
2021
Q1 		$46K Buy
671
+37
+6% +$2.5K 0.03% 291
2020
Q4 		$43K Buy
+634
New +$41.7K 0.03% 267
2020
Q2 		– Sell
-178
Closed -$10K – 601
2020
Q1 		$10K Buy
+178
New +$11.3K 0.01% 410

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Key Financial Inc's USMV Position: Q3 2026 in Review

Key Financial Inc reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 23% in Q3 2026, selling an estimated $41.1K and leaving 1,405 shares worth $137K. The position accounts for 0.02% of the portfolio, ranked #359.

Key Financial Inc first reported a position in USMV in Q1 2020 and has held it in 25 quarters since. The position peaked at $179K in Q4 2023. 1,207 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Key Financial Inc held 1,405 shares of iShares MSCI USA Min Vol Factor ETF worth $137K as of Q3 2026.
  • Key Financial Inc sold 415 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $41.1K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.02% of Key Financial Inc's portfolio in Q3 2026, its #359 holding.
  • Key Financial Inc first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2020 and has held it in 25 quarters since.
  • Key Financial Inc's iShares MSCI USA Min Vol Factor ETF position peaked at $179K in Q4 2023.
  • 1,207 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.