Enclave Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Enclave Advisors’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	$320K	Sell	3,318 -843	-20%	-$80K	0.04%	113
2026 Q1	$386K	Sell	4,161 -524	-11%	-$49.8K	0.06%	102
2025 Q4	$441K	Sell	4,685 -315	-6%	-$29.7K	0.06%	93
2025 Q3	$476K	Sell	5,000 -531	-10%	-$49.7K	0.07%	81
2025 Q2	$519K	Sell	5,531 -3,770	-41%	-$347K	0.08%	77
2025 Q1	$871K	Sell	9,301 -528	-5%	-$48.6K	0.15%	62
2024 Q4	$873K	Sell	9,829 -107	-1%	-$9.82K	0.14%	64
2024 Q3	$907K	Buy	+9,936	New	+$876K	0.15%	60

Other funds holding USMV

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

Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return

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

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

Bay Rivers Group Williamsburg, Virginia $293M AUM 48.17% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return