Kovitz Investment Group Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Kovitz Investment Group 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
2026 Q1	$213K	Sell	2,298 -294	-11%	-$27.9K	﹤0.01%	473
2025 Q4	$244K	Sell	2,592 -113,515	-98%	-$10.7M	0.01%	451
2025 Q3	$11M	Sell	116,107 -7,807	-6%	-$731K	0.04%	311
2025 Q2	$11.6M	Sell	123,914 -6,670	-5%	-$614K	0.05%	280
2025 Q1	$12.2M	Sell	130,584 -15,773	-11%	-$1.45M	0.06%	230
2024 Q4	$13M	Sell	146,357 -6,749	-4%	-$619K	0.06%	223
2024 Q3	$14M	Sell	153,106 -168,095	-52%	-$14.8M	0.1%	178
2024 Q2	$27M	Sell	321,201 -15,424	-5%	-$1.27M	0.23%	74
2024 Q1	$28.1M	Buy	+336,625	New	+$27.2M	0.36%	44
2020 Q2	–	Sell	-5,300	Closed	-$286K	–	406
2020 Q1	$286K	Sell	5,300 -73	-1%	-$4.63K	0.01%	333
2019 Q4	$352K	Sell	5,373 -2,635	-33%	-$169K	0.01%	336
2019 Q3	$513K	Buy	+8,008	New	+$507K	0.02%	315

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 $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Kovitz Investment Group Partners's USMV Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 11% in Q1 2026, selling an estimated $27.9K and leaving 2,298 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Kovitz Investment Group Partners first reported a position in USMV in Q3 2019 and has held it in 12 quarters since. The position peaked at $28.1M in Q1 2024. 1,360 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Kovitz Investment Group Partners held 2,298 shares of iShares MSCI USA Min Vol Factor ETF worth $213K as of Q1 2026.
Kovitz Investment Group Partners sold 294 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $27.9K.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #473 holding.
Kovitz Investment Group Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and has held it in 12 quarters since.
Kovitz Investment Group Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $28.1M in Q1 2024.
1,360 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.