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Position history for ASSETMARK, INCASSETMARK, INC's holdings in ISHARES EDGE MSCI MIN VOL US

ASSETMARK, INC holds 1.3M shares of USMV (ISHARES EDGE MSCI MIN VOL US), worth $129.9M as of 2026-Q2. The position was increased (+0.2% shares). USMV represents 0.2% of ASSETMARK, INC's portfolio.

Current Value

$129.9M

Current Shares

1.3M

Total Value Change

-$15.9M

Total Shares Change

-249,579

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.3M
+0.2%
$129.9M0.2%$96.46
36
2026-Q1
Decreased
1.3M
-13.6%
$124.6M0.3%$97.21
0
2025-Q4
Decreased
1.6M
-4.3%
$146.4M0.3%$94.95
0
2025-Q3
Decreased
1.6M
-7.0%
$154.5M0.3%$94.33
0
2025-Q2
Increased
1.7M
+6.3%
$163.9M0.4%$92.27
39
2025-Q1
Increased
1.6M
+2.3%
$153.9M0.4%$91.68
37
2024-Q4
Increased
1.6M
+0.6%
$142.6M0.4%$87.40
36
2024-Q3
Increased
1.6M
+0.1%
$145.7M0.4%$89.30
36

Other major holders of USMV: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, ENVESTNET ASSET MANAGEMENT INC, MORGAN STANLEY

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