Diversified Enterprises’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Diversified Enterprises’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	$3.15M	Sell	32,294 -860	-3%	-$85.2K	0.15%	74
2026 Q2	$3.2M	Sell	33,154 -593	-2%	-$56.3K	0.15%	71
2026 Q1	$3.13M	Sell	33,747 -1,210	-3%	-$115K	0.17%	61
2025 Q4	$3.29M	Buy	34,957 +1,306	+4%	+$123K	0.2%	53
2025 Q3	$3.2M	Sell	33,651 -332	-1%	-$31.1K	0.22%	47
2025 Q2	$3.19M	Sell	33,983 -672	-2%	-$61.8K	0.24%	43
2025 Q1	$3.25M	Buy	34,655 +6,523	+23%	+$600K	0.27%	36
2024 Q4	$2.5M	Sell	28,132 -2,108	-7%	-$193K	0.24%	40
2024 Q3	$2.76M	Buy	+30,240	New	+$2.67M	0.3%	29

Other funds holding USMV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Diversified Enterprises's USMV Position: Q3 2026 in Review

Diversified Enterprises reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.6% in Q3 2026, selling an estimated $85.2K and leaving 32,294 shares worth $3.15M. The position accounts for 0.15% of the portfolio, ranked #74.

Diversified Enterprises first reported a position in USMV in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.29M in Q4 2025. 623 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Diversified Enterprises held 32,294 shares of iShares MSCI USA Min Vol Factor ETF worth $3.15M as of Q3 2026.
Diversified Enterprises sold 860 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $85.2K.
iShares MSCI USA Min Vol Factor ETF made up 0.15% of Diversified Enterprises's portfolio in Q3 2026, its #74 holding.
Diversified Enterprises first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2024 and has held it in 9 quarters since.
Diversified Enterprises's iShares MSCI USA Min Vol Factor ETF position peaked at $3.29M in Q4 2025.
623 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.