Csenge Advisory Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Csenge Advisory Group’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	$6.93M	Buy	71,877 +1,783	+3%	+$169K	0.28%	70
2026 Q1	$6.5M	Buy	70,094 +1,009	+1%	+$95.8K	0.3%	65
2025 Q4	$6.51M	Buy	69,085 +283	+0.4%	+$26.7K	0.29%	67
2025 Q3	$6.55M	Buy	68,802 +2,452	+4%	+$230K	0.31%	66
2025 Q2	$6.2M	Sell	66,350 -1,246	-2%	-$115K	0.33%	55
2025 Q1	$6.09M	Buy	67,596 +1,886	+3%	+$174K	0.35%	55
2024 Q4	$5.83M	Buy	65,710 +1,429	+2%	+$131K	0.32%	65
2024 Q3	$5.91M	Buy	64,281 +2,399	+4%	+$211K	0.31%	67
2024 Q2	$5.2M	Sell	61,882 -6,109	-9%	-$503K	0.29%	63
2024 Q1	$5.68M	Sell	67,991 -6,765	-9%	-$546K	0.32%	60
2023 Q4	$5.83M	Sell	74,756 -5,655	-7%	-$422K	0.36%	51
2023 Q3	$5.82M	Buy	80,411 +165	+0.2%	+$12.3K	0.4%	44
2023 Q2	$5.96M	Buy	80,246 +1,444	+2%	+$106K	0.4%	49
2023 Q1	$5.73M	Buy	78,802 +5,315	+7%	+$382K	0.41%	44
2022 Q4	$5.3M	Sell	73,487 -21,292	-22%	-$1.52M	0.41%	49
2022 Q3	$6.26M	Buy	94,779 +14,065	+17%	+$1.01M	0.52%	41
2022 Q2	$5.67M	Buy	80,714 +14,072	+21%	+$1.03M	0.47%	46
2022 Q1	$5.17M	Sell	66,642 -131,557	-66%	-$9.96M	0.41%	50
2021 Q4	$14.7M	Buy	198,199 +18,589	+10%	+$1.44M	1.31%	10
2021 Q3	$13.3M	Sell	179,610 -18,589	-9%	-$1.42M	1.12%	14
2021 Q2	$14.7M	Buy	198,199 +8,554	+5%	+$618K	1.3%	10
2021 Q1	$13.4M	Buy	189,645 +3,594	+2%	+$243K	1.38%	11
2020 Q4	$12.6M	Buy	186,051 +17,868	+11%	+$1.18M	1.51%	12
2020 Q3	$10.8M	Buy	168,183 +41,392	+33%	+$2.63M	1.47%	13
2020 Q2	$7.69M	Buy	126,791 +51,485	+68%	+$3.06M	1.1%	19
2020 Q1	$4.07M	Sell	75,306 -438	-0.6%	-$27.8K	1.07%	17
2019 Q4	$4.97M	Sell	75,744 -16,651	-18%	-$1.07M	1.26%	9
2019 Q3	$5.92M	Buy	92,395 +1,053	+1%	+$66.7K	1.62%	8
2019 Q2	$5.64M	Buy	91,342 +2,505	+3%	+$150K	1.92%	7
2019 Q1	$5.22M	Sell	88,837 -3,108	-3%	-$174K	1.79%	7
2018 Q4	$4.82M	Buy	91,945 +13,141	+17%	+$722K	1.77%	8
2018 Q3	$4.37M	Buy	78,804 +24,249	+44%	+$1.35M	1.7%	8
2018 Q2	$2.9M	Buy	54,555 +2,710	+5%	+$143K	1.07%	15
2018 Q1	$2.69M	Buy	51,845 +4,237	+9%	+$224K	0.93%	16
2017 Q4	$2.51M	Buy	47,608 +24,505	+106%	+$1.27M	0.9%	19
2017 Q3	$1.16M	Buy	+23,103	New	+$1.15M	0.46%	55

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Csenge Advisory Group's USMV Position: Q2 2026 in Review

Csenge Advisory Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.5% in Q2 2026, buying an estimated $169K and bringing the position to 71,877 shares worth $6.93M. The position accounts for 0.28% of the portfolio, ranked #70.

Csenge Advisory Group first reported a position in USMV in Q3 2017 and has held it in 36 quarters since. The position peaked at $14.7M in Q4 2021. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Csenge Advisory Group held 71,877 shares of iShares MSCI USA Min Vol Factor ETF worth $6.93M as of Q2 2026.
Csenge Advisory Group bought 1,783 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $169K.
iShares MSCI USA Min Vol Factor ETF made up 0.28% of Csenge Advisory Group's portfolio in Q2 2026, its #70 holding.
Csenge Advisory Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2017 and has held it in 36 quarters since.
Csenge Advisory Group's iShares MSCI USA Min Vol Factor ETF position peaked at $14.7M in Q4 2021.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.