JMAC Enterprises’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

JMAC Enterprises’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	$11.9M	Buy	123,482 +12,266	+11%	+$1.16M	2.01%	19
2026 Q1	$10.3M	Buy	111,216 +2,532	+2%	+$240K	1.98%	17
2025 Q4	$10.2M	Buy	108,684 +1,942	+2%	+$183K	1.96%	16
2025 Q3	$10.2M	Buy	106,742 +1,868	+2%	+$175K	2.01%	16
2025 Q2	$9.84M	Buy	104,874 +1,707	+2%	+$157K	2.11%	13
2025 Q1	$9.66M	Buy	103,167 +2,697	+3%	+$248K	2.29%	12
2024 Q4	$8.92M	Buy	100,470 +5,476	+6%	+$502K	1.4%	20
2024 Q3	$8.67M	Buy	94,994 +4,342	+5%	+$383K	1.39%	18
2024 Q2	$7.61M	Buy	90,652 +2,434	+3%	+$201K	1.34%	19
2024 Q1	$7.37M	Buy	88,218 +13,608	+18%	+$1.1M	1.37%	17
2023 Q4	$5.82M	Buy	74,610 +7,299	+11%	+$545K	1.25%	18
2023 Q3	$4.87M	Buy	67,311 +4,129	+7%	+$308K	1.2%	19
2023 Q2	$4.7M	Buy	63,182 +1,527	+2%	+$112K	1.16%	20
2023 Q1	$4.48M	Buy	+61,655	New	+$4.43M	1.14%	20

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

JMAC Enterprises's USMV Position: Q2 2026 in Review

JMAC Enterprises increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 11% in Q2 2026, buying an estimated $1.16M and bringing the position to 123,482 shares worth $11.9M. The position accounts for 2.01% of the portfolio, ranked #19.

JMAC Enterprises first reported a position in USMV in Q1 2023 and has held it in 14 quarters since. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

JMAC Enterprises held 123,482 shares of iShares MSCI USA Min Vol Factor ETF worth $11.9M as of Q2 2026.
JMAC Enterprises bought 12,266 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $1.16M.
iShares MSCI USA Min Vol Factor ETF made up 2.01% of JMAC Enterprises's portfolio in Q2 2026, its #19 holding.
JMAC Enterprises first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2023 and has held it in 14 quarters since.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on JMAC Enterprises's 13F filing for Q2 2026, filed 28 Jul 2026.