Kings Path Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Kings Path Partners’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
2025 Q4	–	Sell	-9	Closed	-$856	–	337
2025 Q3	$856	Sell	9 -219	-96%	-$20.5K	﹤0.01%	302
2025 Q2	$21.4K	Hold	228	–	–	0.01%	198
2025 Q1	$21.4K	Hold	228	–	–	0.01%	187
2024 Q4	$20.2K	Hold	228	–	–	0.01%	209
2024 Q3	$20.8K	Hold	228	–	–	0.01%	214
2024 Q2	$19.1K	Buy	+228	New	+$18.8K	0.01%	199

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Kings Path Partners's USMV Position: Q4 2025 in Review

Kings Path Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 9 shares — an estimated $856 sold.

Kings Path Partners first reported a position in USMV in Q2 2024 and held it in 6 quarters. The position peaked at $21.4K in Q2 2025. 1,373 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

Kings Path Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
Kings Path Partners sold 9 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $856.
Kings Path Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2024 and held it in 6 quarters.
Kings Path Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $21.4K in Q2 2025.
1,373 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on Kings Path Partners's 13F filing for Q4 2025, filed 14 Jul 2026.