KPP Advisory Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

KPP Advisory Services’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	$373K	Sell	3,862 -10	-0.3%	-$949	0.05%	269
2026 Q1	$359K	Sell	3,872 -4	-0.1%	-$380	0.05%	260
2025 Q4	$365K	Sell	3,876 -423	-10%	-$39.8K	0.05%	242
2025 Q3	$409K	Buy	4,299 +132	+3%	+$12.4K	0.06%	233
2025 Q2	$391K	Buy	4,167 +118	+3%	+$10.9K	0.06%	218
2025 Q1	$379K	Buy	+4,049	New	+$373K	0.07%	211
2023 Q4	–	Sell	-2,911	Closed	-$211K	–	210
2023 Q3	$211K	Buy	+2,911	New	+$217K	0.07%	198

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

KPP Advisory Services's USMV Position: Q2 2026 in Review

KPP Advisory Services reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.26% in Q2 2026, selling an estimated $949 and leaving 3,862 shares worth $373K. The position accounts for 0.05% of the portfolio, ranked #269.

KPP Advisory Services first reported a position in USMV in Q3 2023 and has held it in 7 quarters since. The position peaked at $409K in Q3 2025. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

KPP Advisory Services held 3,862 shares of iShares MSCI USA Min Vol Factor ETF worth $373K as of Q2 2026.
KPP Advisory Services sold 10 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $949.
iShares MSCI USA Min Vol Factor ETF made up 0.05% of KPP Advisory Services's portfolio in Q2 2026, its #269 holding.
KPP Advisory Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2023 and has held it in 7 quarters since.
KPP Advisory Services's iShares MSCI USA Min Vol Factor ETF position peaked at $409K in Q3 2025.
1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.