Ken Fisher's USMV Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 3,700 shares of iShares MSCI USA Min Vol Factor ETF (USMV) worth $348,425, representing 0.00% of the portfolio. First purchased in 2018-Q3, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in USMV, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 8,285 shares. Largest reduction occurred in Q1 2022, reducing 4,744 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's iShares MSCI USA Min Vol Factor ETF (USMV) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares MSCI USA Min Vol Factor ETF (USMV) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +349 | Add 10.41% | 3,700 | $94.17 |
| Q3 2025 | -477 | Reduce 12.46% | 3,351 | $95.17 |
| Q2 2025 | -527 | Reduce 12.10% | 3,828 | $93.90 |
| Q1 2025 | -4,036 | Reduce 48.10% | 4,355 | $93.70 |
| Q4 2024 | -1,496 | Reduce 15.13% | 8,391 | $88.81 |
| Q3 2024 | -1,483 | Reduce 13.04% | 9,887 | $91.31 |
| Q2 2024 | -1,154 | Reduce 9.21% | 11,370 | $83.96 |
| Q1 2024 | +8,285 | Add 195.45% | 12,524 | $83.59 |
| Q4 2023 | -164 | Reduce 3.72% | 4,239 | $78.03 |
| Q3 2023 | +757 | Add 20.76% | 4,403 | $72.40 |
| Q2 2023 | -293 | Reduce 7.44% | 3,646 | $74.34 |
| Q1 2023 | +3,939 | New Buy | 3,939 | $72.75 |
| Q1 2022 | -4,744 | Sold Out | 0 | $0.00 |
| Q4 2021 | +2,009 | Add 73.46% | 4,744 | $80.94 |
| Q3 2021 | -86 | Reduce 3.05% | 2,735 | $73.49 |
| Q2 2021 | -129 | Reduce 4.37% | 2,821 | $73.73 |
| Q1 2021 | -159 | Reduce 5.11% | 2,950 | $69.15 |
| Q4 2020 | +3,109 | New Buy | 3,109 | $67.87 |
| Q3 2020 | -3,736 | Sold Out | 0 | $0.00 |
| Q2 2020 | -290 | Reduce 7.20% | 3,736 | $60.76 |
| Q1 2020 | -333 | Reduce 7.64% | 4,026 | $53.90 |
| Q4 2019 | +4,359 | New Buy | 4,359 | $65.61 |
| Q4 2018 | -3,592 | Sold Out | 0 | $0.00 |
| Q3 2018 | +3,592 | New Buy | 3,592 | $57.07 |
Ken Fisher's iShares MSCI USA Min Vol Factor ETF Investment FAQs
Ken Fisher first purchased iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2018, acquiring 3,592 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held iShares MSCI USA Min Vol Factor ETF (USMV) for 24 quarters since Q3 2018.
Ken Fisher's largest addition to iShares MSCI USA Min Vol Factor ETF (USMV) was in Q1 2024, adding 12,524 shares worth $1.05 M.
According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 3,700 shares of iShares MSCI USA Min Vol Factor ETF (USMV), valued at approximately $348,425.
As of the Q4 2025 filing, iShares MSCI USA Min Vol Factor ETF (USMV) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in iShares MSCI USA Min Vol Factor ETF (USMV) was 12,524 shares, as reported at the end of Q1 2024.