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Keystone Wealth Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Keystone Wealth Services’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 		$1.11M Sell
11,554
-453
-4% -$43K 0.21% 113
2026
Q1 		$1.11M Sell
12,007
-2,739
-19% -$260K 0.24% 108
2025
Q4 		$1.39M Sell
14,746
-68
-0.5% -$6.41K 0.29% 67
2025
Q3 		$1.41M Buy
14,814
+134
+0.9% +$12.6K 0.31% 78
2025
Q2 		$1.38M Sell
14,680
-67
-0.5% -$6.17K 0.33% 71
2025
Q1 		$1.38M Sell
14,747
-344
-2% -$31.7K 0.37% 64
2024
Q4 		$1.34M Sell
15,091
-388
-3% -$35.6K 0.35% 64
2024
Q3 		$1.41M Buy
15,479
+15
+0.1% +$1.32K 0.39% 63
2024
Q2 		$1.3M Sell
15,464
-6
-0% -$494 0.4% 63
2024
Q1 		$1.29M Sell
15,470
-271
-2% -$21.9K 0.42% 58
2023
Q4 		$1.23M Sell
15,741
-3,600
-19% -$269K 0.42% 61
2023
Q3 		$1.4M Sell
19,341
-13,158
-40% -$981K 0.53% 45
2023
Q2 		$2.42M Sell
32,499
-3,845
-11% -$281K 0.9% 25
2023
Q1 		$2.64M Buy
36,344
+3,937
+12% +$283K 1.08% 20
2022
Q4 		$2.34M Sell
32,407
-1,283
-4% -$91.3K 1.02% 24
2022
Q3 		$2.23M Buy
33,690
+6,096
+22% +$440K 1.05% 21
2022
Q2 		$1.94M Sell
27,594
-1,296
-4% -$94.9K 0.87% 23
2022
Q1 		$2.24M Sell
28,890
-2,704
-9% -$205K 0.89% 25
2021
Q4 		$2.56M Buy
+31,594
New +$2.45M 1.04% 24

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Keystone Wealth Services's USMV Position: Q2 2026 in Review

Keystone Wealth Services reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.8% in Q2 2026, selling an estimated $43K and leaving 11,554 shares worth $1.11M. The position accounts for 0.21% of the portfolio, ranked #113.

Keystone Wealth Services first reported a position in USMV in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.64M in Q1 2023. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Keystone Wealth Services held 11,554 shares of iShares MSCI USA Min Vol Factor ETF worth $1.11M as of Q2 2026.
  • Keystone Wealth Services sold 453 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $43K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.21% of Keystone Wealth Services's portfolio in Q2 2026, its #113 holding.
  • Keystone Wealth Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • Keystone Wealth Services's iShares MSCI USA Min Vol Factor ETF position peaked at $2.64M in Q1 2023.
  • 1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.