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

Keystone Financial Group (Kentucky)’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 		$3.96M Buy
41,029
+890
+2% +$84.5K 0.23% 75
2026
Q1 		$3.72M Buy
40,139
+1,310
+3% +$124K 0.25% 73
2025
Q4 		$3.66M Buy
38,829
+876
+2% +$82.5K 0.27% 70
2025
Q3 		$3.61M Sell
37,953
-1,826
-5% -$171K 0.28% 66
2025
Q2 		$3.73M Buy
39,779
+1,625
+4% +$150K 0.34% 62
2025
Q1 		$3.57M Sell
38,154
-5,173
-12% -$476K 0.36% 62
2024
Q4 		$3.85M Buy
43,327
+3,495
+9% +$321K 0.38% 57
2024
Q3 		$3.64M Buy
+39,832
New +$3.51M 0.47% 42
2024
Q2 		– Sell
-39,986
Closed -$3.34M – 308
2024
Q1 		$3.34M Buy
39,986
+4,409
+12% +$356K 0.49% 43
2023
Q4 		$2.78M Sell
35,577
-19,484
-35% -$1.45M 0.48% 48
2023
Q3 		$3.99M Sell
55,061
-12,182
-18% -$908K 0.67% 32
2023
Q2 		$5M Buy
+67,243
New +$4.91M 0.85% 24
2022
Q4 		$7.25M Sell
100,569
-861
-0.8% -$61.3K 1.43% 15
2022
Q3 		$6.71M Sell
101,430
-3,164
-3% -$228K 1.36% 17
2022
Q2 		$7.34M Sell
104,594
-1,789
-2% -$131K 1.46% 14
2022
Q1 		$8.25M Sell
106,383
-963
-0.9% -$72.9K 1.4% 17
2021
Q4 		$8.68M Sell
107,346
-138
-0.1% -$10.7K 1.42% 14
2021
Q3 		$7.9M Sell
107,484
-723
-0.7% -$55.1K 1.43% 14
2021
Q2 		$7.96M Sell
108,207
-1,592
-1% -$115K 1.44% 13
2021
Q1 		$7.6M Sell
109,799
-55,436
-34% -$3.75M 1.48% 12
2020
Q4 		$11.2M Buy
165,235
+6,155
+4% +$405K 2.33% 7
2020
Q3 		$10.1M Buy
159,080
+4,828
+3% +$306K 2.49% 5
2020
Q2 		$9.35M Buy
154,252
+4,166
+3% +$247K 2.54% 5
2020
Q1 		$8.11M Buy
150,086
+4,145
+3% +$263K 2.69% 5
2019
Q4 		$9.57M Buy
145,941
+23,198
+19% +$1.49M 2.57% 5
2019
Q3 		$7.87M Buy
122,743
+13,871
+13% +$879K 2.42% 5
2019
Q2 		$6.72M Buy
108,872
+4,718
+5% +$283K 2.19% 5
2019
Q1 		$6.12M Buy
104,154
+14,214
+16% +$796K 2.18% 4
2018
Q4 		$4.71M Buy
89,940
+14,506
+19% +$797K 2.13% 9
2018
Q3 		$4.3M Buy
75,434
+3,662
+5% +$204K 1.76% 7
2018
Q2 		$3.82M Buy
71,772
+7,701
+12% +$405K 2.13% 5
2018
Q1 		$3.27M Buy
+64,071
New +$3.39M 1.82% 8

Other funds holding USMV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

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

Keystone Financial Group (Kentucky) increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.2% in Q2 2026, buying an estimated $84.5K and bringing the position to 41,029 shares worth $3.96M. The position accounts for 0.23% of the portfolio, ranked #75.

Keystone Financial Group (Kentucky) first reported a position in USMV in Q1 2018 and has held it in 32 quarters since. The position peaked at $11.2M in Q4 2020. 950 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 41,029 shares of iShares MSCI USA Min Vol Factor ETF worth $3.96M as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 890 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $84.5K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.23% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #75 holding.
  • Keystone Financial Group (Kentucky) first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2018 and has held it in 32 quarters since.
  • Keystone Financial Group (Kentucky)'s iShares MSCI USA Min Vol Factor ETF position peaked at $11.2M in Q4 2020.
  • 950 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.