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KilterHowling LLC’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

KilterHowling LLC’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 		$13.7M Buy
142,089
+2,670
+2% +$253K 6.14% 6
2026
Q1 		$12.9M Buy
139,419
+2,214
+2% +$210K 6.52% 6
2025
Q4 		$12.9M Buy
137,205
+3,989
+3% +$376K 6.55% 5
2025
Q3 		$12.7M Buy
133,216
+2,541
+2% +$238K 7.06% 6
2025
Q2 		$12.3M Buy
130,675
+2,088
+2% +$192K 7.31% 6
2025
Q1 		$11.9M Buy
128,587
+2,170
+2% +$200K 7.68% 6
2024
Q4 		$11.7M Buy
126,417
+2,060
+2% +$189K 6.72% 6
2024
Q3 		$11.4M Buy
124,357
+2,131
+2% +$188K 7.13% 7
2024
Q2 		$10.3M Buy
122,226
+2,093
+2% +$172K 6.99% 7
2024
Q1 		$10M Buy
120,133
+2,876
+2% +$232K 7.05% 6
2023
Q4 		$9.42M Buy
117,257
+3,752
+3% +$280K 7.06% 6
2023
Q3 		$8.22M Buy
113,505
+949
+0.8% +$70.8K 7.23% 6
2023
Q2 		$8.37M Buy
112,556
+2,267
+2% +$166K 7.16% 6
2023
Q1 		$8.02M Buy
110,289
+3,302
+3% +$237K 7.83% 4
2022
Q4 		$7.71M Sell
106,987
-1,139
-1% -$81.1K 8.16% 3
2022
Q3 		$7.15M Sell
108,126
-1,408
-1% -$102K 8.58% 3
2022
Q2 		$7.69M Buy
109,534
+1,604
+1% +$117K 8.63% 4
2022
Q1 		$8.37M Sell
107,930
-22,063
-17% -$1.67M 8.53% 3
2021
Q4 		$10.5M Buy
+129,993
New +$10.1M 9.44% 2

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

KilterHowling LLC's USMV Position: Q2 2026 in Review

KilterHowling LLC increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.9% in Q2 2026, buying an estimated $253K and bringing the position to 142,089 shares worth $13.7M. The position accounts for 6.14% of the portfolio, ranked #6.

KilterHowling LLC first reported a position in USMV in Q4 2021 and has held it in 19 quarters since. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • KilterHowling LLC held 142,089 shares of iShares MSCI USA Min Vol Factor ETF worth $13.7M as of Q2 2026.
  • KilterHowling LLC bought 2,670 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $253K.
  • iShares MSCI USA Min Vol Factor ETF made up 6.14% of KilterHowling LLC's portfolio in Q2 2026, its #6 holding.
  • KilterHowling LLC first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on KilterHowling LLC's 13F filing for Q2 2026, filed 11 Aug 2026.