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 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. 318 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.
318 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.