KWB Wealth
USMV icon

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
Q3 		– Sell
-63,578
Closed -$6.13M – 185
2026
Q2 		$6.13M Buy
+63,578
New +$6.03M 0.52% 46

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KWB Wealth's USMV Position: Q3 2026 in Review

KWB Wealth sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2026, closing a stake of 63,578 shares — an estimated $6.13M sold.

KWB Wealth first reported a position in USMV in Q2 2026 and held it in 1 quarter. The position peaked at $6.13M in Q2 2026. 384 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • KWB Wealth reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2026 after selling out during the quarter.
  • KWB Wealth sold 63,578 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $6.13M.
  • KWB Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2026 and held it in 1 quarter.
  • KWB Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $6.13M in Q2 2026.
  • 384 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.