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

KWB Wealth’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	$6.13M	Buy	+63,578	New	+$6.03M	0.52%	46

Other funds holding USMV

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

KWB Wealth's USMV Position: Q2 2026 in Review

KWB Wealth opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 63,578 shares worth $6.13M. The stake represents 0.52% of the portfolio and ranks #46 among its holdings.

296 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

KWB Wealth held 63,578 shares of iShares MSCI USA Min Vol Factor ETF worth $6.13M as of Q2 2026.
iShares MSCI USA Min Vol Factor ETF was a new KWB Wealth position in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.52% of KWB Wealth's portfolio in Q2 2026, its #46 holding.
296 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.