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	0.05%	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

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

Enclave Advisors's USMV Position: Q2 2026 in Review

Enclave Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 20% in Q2 2026, selling an estimated $80K and leaving 3,318 shares worth $320K. The position accounts for 0.04% of the portfolio, ranked #113.

Enclave Advisors first reported a position in USMV in Q3 2024 and has held it in 8 quarters since. The position peaked at $907K in Q3 2024. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Enclave Advisors held 3,318 shares of iShares MSCI USA Min Vol Factor ETF worth $320K as of Q2 2026.
Enclave Advisors sold 843 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $80K.
iShares MSCI USA Min Vol Factor ETF made up 0.04% of Enclave Advisors's portfolio in Q2 2026, its #113 holding.
Enclave Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2024 and has held it in 8 quarters since.
Enclave Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $907K in Q3 2024.
1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Enclave Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.