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Kingsview Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Kingsview Wealth Management’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 		$4.03M Buy
41,728
+672
+2% +$63.8K 0.05% 368
2026
Q1 		$3.81M Buy
41,056
+175
+0.4% +$16.6K 0.05% 360
2025
Q4 		$3.85M Sell
40,881
-3,006
-7% -$283K 0.06% 327
2025
Q3 		$4.18M Buy
43,887
+17,121
+64% +$1.6M 0.06% 306
2025
Q2 		$2.51M Buy
26,766
+359
+1% +$33K 0.04% 390
2025
Q1 		$2.47M Sell
26,407
-136
-0.5% -$12.5K 0.05% 344
2024
Q4 		$2.36M Sell
26,543
-34,453
-56% -$3.16M 0.05% 352
2024
Q3 		$5.57M Buy
60,996
+32,987
+118% +$2.91M 0.12% 183
2024
Q2 		$2.35M Sell
28,009
-2,058
-7% -$170K 0.06% 306
2024
Q1 		$2.51M Sell
30,067
-491
-2% -$39.6K 0.06% 292
2023
Q4 		$2.38M Sell
30,558
-5,805
-16% -$433K 0.07% 240
2023
Q3 		$2.63M Buy
36,363
+17,208
+90% +$1.28M 0.09% 227
2023
Q2 		$1.42M Buy
19,155
+2,498
+15% +$183K 0.06% 314
2023
Q1 		$1.21M Sell
16,657
-301
-2% -$21.6K 0.05% 347
2022
Q4 		$1.22M Sell
16,958
-14,087
-45% -$1M 0.05% 309
2022
Q3 		$2.05M Sell
31,045
-3,840
-11% -$277K 0.1% 225
2022
Q2 		$2.45M Sell
34,885
-5,535
-14% -$405K 0.12% 194
2022
Q1 		$3.14M Buy
40,420
+957
+2% +$72.5K 0.14% 164
2021
Q4 		$3.19M Buy
39,463
+659
+2% +$51K 0.13% 166
2021
Q3 		$2.85M Sell
38,804
-1,786
-4% -$136K 0.14% 166
2021
Q2 		$3.01M Buy
40,590
+2,422
+6% +$175K 0.15% 152
2021
Q1 		$2.66M Sell
38,168
-23,916
-39% -$1.62M 0.15% 147
2020
Q4 		$4.21M Sell
62,084
-8,054
-11% -$530K 0.31% 76
2020
Q3 		$4.47M Buy
70,138
+17,475
+33% +$1.11M 0.4% 63
2020
Q2 		$3.19M Buy
52,663
+13,346
+34% +$792K 0.32% 80
2020
Q1 		$2.12M Buy
39,317
+9,467
+32% +$601K 0.29% 95
2019
Q4 		$1.96M Buy
29,850
+4,114
+16% +$264K 0.25% 110
2019
Q3 		$1.65M Buy
25,736
+221
+0.9% +$14K 0.26% 115
2019
Q2 		$1.57M Buy
25,515
+16,076
+170% +$965K 0.26% 106
2019
Q1 		$555K Buy
9,439
+4,539
+93% +$254K 0.08% 253
2018
Q4 		$257K Sell
4,900
-500
-9% -$27.5K 0.06% 309
2018
Q3 		$308K Buy
+5,400
New +$301K 0.06% 285

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

Kingsview Wealth Management's USMV Position: Q2 2026 in Review

Kingsview Wealth Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.6% in Q2 2026, buying an estimated $63.8K and bringing the position to 41,728 shares worth $4.03M. The position accounts for 0.05% of the portfolio, ranked #368.

Kingsview Wealth Management first reported a position in USMV in Q3 2018 and has held it in 32 quarters since. The position peaked at $5.57M in Q3 2024. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Kingsview Wealth Management held 41,728 shares of iShares MSCI USA Min Vol Factor ETF worth $4.03M as of Q2 2026.
  • Kingsview Wealth Management bought 672 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $63.8K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.05% of Kingsview Wealth Management's portfolio in Q2 2026, its #368 holding.
  • Kingsview Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2018 and has held it in 32 quarters since.
  • Kingsview Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $5.57M in Q3 2024.
  • 1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.