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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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JMAC Enterprises's USMV Position: Q1 2026 in Review

JMAC Enterprises increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.3% in Q1 2026, buying an estimated $240K and bringing the position to 111,216 shares worth $10.3M. The position accounts for 1.98% of the portfolio, ranked #17.

JMAC Enterprises first reported a position in USMV in Q1 2023 and has held it in 13 quarters since. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • JMAC Enterprises held 111,216 shares of iShares MSCI USA Min Vol Factor ETF worth $10.3M as of Q1 2026.
  • JMAC Enterprises bought 2,532 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $240K.
  • iShares MSCI USA Min Vol Factor ETF made up 1.98% of JMAC Enterprises's portfolio in Q1 2026, its #17 holding.
  • JMAC Enterprises first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2023 and has held it in 13 quarters since.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on JMAC Enterprises's 13F filing for Q1 2026, filed 1 May 2026.