Keystone Financial Group (Georgia)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Keystone Financial Group (Georgia)’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	$452K	Buy	4,689 +7	+0.1%	+$664	0.24%	35
2026 Q1	$434K	Sell	4,682 -925	-16%	-$87.9K	0.23%	38
2025 Q4	$528K	Buy	5,607 +9	+0.2%	+$848	0.28%	40
2025 Q3	$533K	Buy	5,598 +8	+0.1%	+$749	0.3%	39
2025 Q2	$520K	Sell	5,590 -3,027	-35%	-$279K	0.33%	38
2025 Q1	$796K	Sell	8,617 -704	-8%	-$64.8K	0.56%	30
2024 Q4	$828K	Buy	+9,321	New	+$855K	0.67%	25

Other funds holding USMV

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Keystone Financial Group (Georgia)'s USMV Position: Q2 2026 in Review

Keystone Financial Group (Georgia) increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.15% in Q2 2026, buying an estimated $664 and bringing the position to 4,689 shares worth $452K. The position accounts for 0.24% of the portfolio, ranked #35.

Keystone Financial Group (Georgia) first reported a position in USMV in Q4 2024 and has held it in 7 quarters since. The position peaked at $828K in Q4 2024. 492 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Keystone Financial Group (Georgia) held 4,689 shares of iShares MSCI USA Min Vol Factor ETF worth $452K as of Q2 2026.
Keystone Financial Group (Georgia) bought 7 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $664.
iShares MSCI USA Min Vol Factor ETF made up 0.24% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #35 holding.
Keystone Financial Group (Georgia) first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
Keystone Financial Group (Georgia)'s iShares MSCI USA Min Vol Factor ETF position peaked at $828K in Q4 2024.
492 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.