EW
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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
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% -$9.79M 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 $59.8B AUM 29.42% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Enzi Wealth's USMV Position: Q2 2026 in Review

Enzi Wealth reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 6% in Q2 2026, selling an estimated $189K and leaving 31,160 shares worth $3.02M. The position accounts for 0.96% of the portfolio, ranked #17.

Enzi Wealth first reported a position in USMV in Q3 2022 and has held it in 16 quarters since. The position peaked at $13.2M in Q3 2025. 327 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Enzi Wealth held 31,160 shares of iShares MSCI USA Min Vol Factor ETF worth $3.02M as of Q2 2026.
  • Enzi Wealth sold 1,995 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $189K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.96% of Enzi Wealth's portfolio in Q2 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 16 quarters since.
  • Enzi Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $13.2M in Q3 2025.
  • 327 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Enzi Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.