Kingswood Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Kingswood Wealth Advisors’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	$7.55M	Sell	78,300 -1,501	-2%	-$142K	0.3%	70
2026 Q1	$7.4M	Sell	79,801 -5,476	-6%	-$520K	0.35%	56
2025 Q4	$8.03M	Buy	85,277 +4,592	+6%	+$433K	0.39%	49
2025 Q3	$7.68M	Buy	80,685 +1,718	+2%	+$161K	0.46%	38
2025 Q2	$7.41M	Sell	78,967 -2,054	-3%	-$189K	0.59%	26
2025 Q1	$7.59M	Sell	81,021 -6,206	-7%	-$571K	0.69%	16
2024 Q4	$7.74M	Buy	87,227 +34,066	+64%	+$3.13M	0.58%	25
2024 Q3	$4.85M	Sell	53,161 -13,779	-21%	-$1.21M	0.35%	64
2024 Q2	$5.62M	Buy	66,940 +16,744	+33%	+$1.38M	0.51%	31
2024 Q1	$4.2M	Sell	50,196 -9,886	-16%	-$798K	0.48%	35
2023 Q4	$4.69M	Buy	60,082 +31,142	+108%	+$2.32M	0.53%	33
2023 Q3	$2.09M	Buy	28,940 +19,769	+216%	+$1.47M	0.36%	72
2023 Q2	$682K	Buy	+9,171	New	+$670K	0.22%	106

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kingswood Wealth Advisors's USMV Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.9% in Q2 2026, selling an estimated $142K and leaving 78,300 shares worth $7.55M. The position accounts for 0.3% of the portfolio, ranked #70.

Kingswood Wealth Advisors first reported a position in USMV in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.03M in Q4 2025. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Kingswood Wealth Advisors held 78,300 shares of iShares MSCI USA Min Vol Factor ETF worth $7.55M as of Q2 2026.
Kingswood Wealth Advisors sold 1,501 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $142K.
iShares MSCI USA Min Vol Factor ETF made up 0.3% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #70 holding.
Kingswood Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2023 and has held it in 13 quarters since.
Kingswood Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $8.03M in Q4 2025.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.