Kirtland Hills Capital Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Kirtland Hills Capital 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 Q1	$3.27M	Buy	34,793 +12,004	+53%	+$1.14M	1.04%	23
2025 Q4	$2.15M	Buy	22,789 +5,077	+29%	+$478K	0.75%	37
2025 Q3	$1.69M	Buy	17,712 +2,499	+16%	+$234K	0.67%	47
2025 Q2	$1.43M	Buy	15,213 +9,420	+163%	+$867K	0.66%	47
2025 Q1	$522K	Buy	+5,793	New	+$533K	0.32%	94

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 $424B AUM 22.96% 1-Year Est. Return

Kirtland Hills Capital Management's USMV Position: Q1 2026 in Review

Kirtland Hills Capital Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 53% in Q1 2026, buying an estimated $1.14M and bringing the position to 34,793 shares worth $3.27M. The position accounts for 1.04% of the portfolio, ranked #23.

Kirtland Hills Capital Management first reported a position in USMV in Q1 2025 and has held it in 5 quarters since. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Kirtland Hills Capital Management held 34,793 shares of iShares MSCI USA Min Vol Factor ETF worth $3.27M as of Q1 2026.
Kirtland Hills Capital Management bought 12,004 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $1.14M.
iShares MSCI USA Min Vol Factor ETF made up 1.04% of Kirtland Hills Capital Management's portfolio in Q1 2026, its #23 holding.
Kirtland Hills Capital Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and has held it in 5 quarters since.
1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Kirtland Hills Capital Management's 13F filing for Q1 2026, filed 13 May 2026.