KF
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Krilogy Financial’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Krilogy Financial’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
Q3 		$665K Sell
6,602
-2,166
-25% -$215K 0.02% 562
2026
Q2 		$846K Sell
8,768
-15
-0.2% -$1.42K 0.03% 449
2026
Q1 		$829K Sell
8,783
-51
-0.6% -$4.84K 0.03% 425
2025
Q4 		$844K Sell
8,834
-243
-3% -$22.9K 0.03% 397
2025
Q3 		$844K Buy
+9,077
New +$850K 0.03% 375

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
KIA
Koenig Investment Advisory Ashland, Oregon $137M AUM 8.53% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

Krilogy Financial's USMV Position: Q3 2026 in Review

Krilogy Financial reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 25% in Q3 2026, selling an estimated $215K and leaving 6,602 shares worth $665K. The position accounts for 0.02% of the portfolio, ranked #562.

Krilogy Financial first reported a position in USMV in Q3 2025 and has held it in 5 quarters since. The position peaked at $846K in Q2 2026. 133 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Krilogy Financial held 6,602 shares of iShares MSCI USA Min Vol Factor ETF worth $665K as of Q3 2026.
  • Krilogy Financial sold 2,166 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $215K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.02% of Krilogy Financial's portfolio in Q3 2026, its #562 holding.
  • Krilogy Financial first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2025 and has held it in 5 quarters since.
  • Krilogy Financial's iShares MSCI USA Min Vol Factor ETF position peaked at $846K in Q2 2026.
  • 133 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.