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KW Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

KW Wealth 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 		– Sell
-13,553
Closed -$1.28M – 64
2025
Q4 		$1.28M Buy
13,553
+109
+0.8% +$10.3K 1.94% 13
2025
Q3 		$1.28M Buy
+13,444
New +$1.26M 2.18% 11

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KW Wealth Management's USMV Position: Q1 2026 in Review

KW Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 13,553 shares — an estimated $1.28M sold.

KW Wealth Management first reported a position in USMV in Q3 2025 and held it in 2 quarters. The position peaked at $1.28M in Q3 2025. 1,364 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • KW Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • KW Wealth Management sold 13,553 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $1.28M.
  • KW Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2025 and held it in 2 quarters.
  • KW Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $1.28M in Q3 2025.
  • 1,364 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.