Kingdom Financial Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Kingdom Financial 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
2026 Q1	$69.5K	Sell	749 -1,659	-69%	-$158K	0.02%	237
2025 Q4	$227K	Buy	+2,408	New	+$227K	0.07%	140
2025 Q2	–	Sell	-2,496	Closed	-$234K	–	71
2025 Q1	$234K	Buy	+2,496	New	+$230K	0.17%	40
2024 Q2	–	Sell	-2,901	Closed	-$242K	–	65
2024 Q1	$242K	Buy	2,901 +124	+4%	+$10K	0.17%	50
2023 Q4	$217K	Sell	2,777 -1,792	-39%	-$134K	0.19%	71
2023 Q3	$331K	Buy	4,569 +390	+9%	+$29.1K	0.31%	51
2023 Q2	$311K	Buy	+4,179	New	+$305K	0.3%	50

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kingdom Financial Group's USMV Position: Q1 2026 in Review

Kingdom Financial Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 69% in Q1 2026, selling an estimated $158K and leaving 749 shares worth $69.5K. The position accounts for 0.02% of the portfolio, ranked #237.

Kingdom Financial Group first reported a position in USMV in Q2 2023 and has held it in 7 quarters since. The position peaked at $331K in Q3 2023. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Kingdom Financial Group held 749 shares of iShares MSCI USA Min Vol Factor ETF worth $69.5K as of Q1 2026.
Kingdom Financial Group sold 1,659 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $158K.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of Kingdom Financial Group's portfolio in Q1 2026, its #237 holding.
Kingdom Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2023 and has held it in 7 quarters since.
Kingdom Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $331K in Q3 2023.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.