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Koenig Investment Advisory’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Koenig Investment Advisory’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 		$14.5M Buy
150,113
+881
+0.6% +$83.6K 11.25% 2
2026
Q1 		$13.8M Buy
149,232
+1,077
+0.7% +$102K 11.75% 2
2025
Q4 		$14.3M Buy
+148,155
New +$14M 11.63% 2

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

Koenig Investment Advisory's USMV Position: Q2 2026 in Review

Koenig Investment Advisory increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.59% in Q2 2026, buying an estimated $83.6K and bringing the position to 150,113 shares worth $14.5M. The position accounts for 11.25% of the portfolio, ranked #2.

Koenig Investment Advisory first reported a position in USMV in Q4 2025 and has held it in 3 quarters since. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Koenig Investment Advisory held 150,113 shares of iShares MSCI USA Min Vol Factor ETF worth $14.5M as of Q2 2026.
  • Koenig Investment Advisory bought 881 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $83.6K.
  • iShares MSCI USA Min Vol Factor ETF made up 11.25% of Koenig Investment Advisory's portfolio in Q2 2026, its #2 holding.
  • Koenig Investment Advisory first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Koenig Investment Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.