Enzi Wealth
USMV icon

Enzi Wealth’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Enzi Wealth’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 		$3.06M Sell
30,432
-728
-2% -$72.1K 0.92% 17
2026
Q2 		$3.02M Sell
31,160
-1,995
-6% -$189K 0.96% 17
2026
Q1 		$3.07M Sell
33,155
-4,724
-12% -$449K 1.07% 16
2025
Q4 		$3.58M Sell
37,879
-103,920
-73% -$9.8M 1.26% 14
2025
Q3 		$13.2M Buy
141,799
+1,583
+1% +$148K 4.65% 6
2025
Q2 		$13M Sell
140,216
-422
-0.3% -$38.8K 4.76% 6
2025
Q1 		$12.8M Sell
140,638
-496
-0.4% -$45.6K 5.17% 6
2024
Q4 		$12.8M Buy
141,134
+4,124
+3% +$378K 4.87% 6
2024
Q3 		$12.7M Buy
137,010
+5,915
+5% +$521K 4.96% 6
2024
Q2 		$11M Buy
131,095
+1,452
+1% +$120K 4.85% 7
2024
Q1 		$10.4M Sell
129,643
-5,505
-4% -$444K 4.87% 7
2023
Q4 		$10.8M Sell
135,148
-19,206
-12% -$1.43M 5.18% 7
2023
Q3 		$11.3M Buy
154,354
+166
+0.1% +$12.4K 5.97% 6
2023
Q2 		$11.5M Buy
154,188
+15,408
+11% +$1.13M 5.83% 7
2023
Q1 		$10.3M Buy
138,780
+61,856
+80% +$4.45M 5.27% 7
2022
Q4 		$5.59M Buy
76,924
+13,382
+21% +$952K 2.67% 10
2022
Q3 		$4.58M Buy
+63,542
New +$4.58M 2.25% 10

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
Lineweaver Wealth Advisors
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Enzi Wealth's USMV Position: Q3 2026 in Review

Enzi Wealth reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.3% in Q3 2026, selling an estimated $72.1K and leaving 30,432 shares worth $3.06M. The position accounts for 0.92% of the portfolio, ranked #17.

Enzi Wealth first reported a position in USMV in Q3 2022 and has held it in 17 quarters since. The position peaked at $13.2M in Q3 2025. 448 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Enzi Wealth held 30,432 shares of iShares MSCI USA Min Vol Factor ETF worth $3.06M as of Q3 2026.
  • Enzi Wealth sold 728 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $72.1K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.92% of Enzi Wealth's portfolio in Q3 2026, its #17 holding.
  • Enzi Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2022 and has held it in 17 quarters since.
  • Enzi Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $13.2M in Q3 2025.
  • 448 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Enzi Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.