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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
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 $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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 $5.37B AUM 18.53% 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 $374B AUM 17.66% 1-Year Est. Return

Key Financial Inc's USMV Position: Q1 2026 in Review

Key Financial Inc reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 15% in Q1 2026, selling an estimated $25.6K and leaving 1,539 shares worth $143K. The position accounts for 0.03% of the portfolio, ranked #346.

Key Financial Inc first reported a position in USMV in Q1 2020 and has held it in 23 quarters since. The position peaked at $179K in Q4 2023. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Key Financial Inc held 1,539 shares of iShares MSCI USA Min Vol Factor ETF worth $143K as of Q1 2026.
  • Key Financial Inc sold 270 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $25.6K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.03% of Key Financial Inc's portfolio in Q1 2026, its #346 holding.
  • Key Financial Inc first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2020 and has held it in 23 quarters since.
  • Key Financial Inc's iShares MSCI USA Min Vol Factor ETF position peaked at $179K in Q4 2023.
  • 1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.