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Kiely Wealth Advisory Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Kiely Wealth Advisory Group’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
2024
Q4 		$6.61K Hold
71
– – ﹤0.01% 228
2024
Q3 		$6.63K Hold
71
– – ﹤0.01% 233
2024
Q2 		$6.14K Hold
71
– – ﹤0.01% 218
2024
Q1 		$5.77K Hold
71
– – ﹤0.01% 196
2023
Q4 		$5.68K Buy
+71
New +$5.3K ﹤0.01% 196

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kiely Wealth Advisory Group's USMV Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q4 2024 at 71 shares worth $6.61K. The position accounts for ﹤0.01% of the portfolio, ranked #228.

Kiely Wealth Advisory Group first reported a position in USMV in Q4 2023 and has held it in 5 quarters since. The position peaked at $6.63K in Q3 2024. 1,282 funds tracked by Wall St. Rank hold USMV as of Q4 2024.

  • Kiely Wealth Advisory Group held 71 shares of iShares MSCI USA Min Vol Factor ETF worth $6.61K as of Q4 2024.
  • Kiely Wealth Advisory Group left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q4 2024.
  • iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #228 holding.
  • Kiely Wealth Advisory Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's iShares MSCI USA Min Vol Factor ETF position peaked at $6.63K in Q3 2024.
  • 1,282 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.