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USMVUSMV
31 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in ISHARES EDGE MSCI MIN VOL US

LPL Financial LLC holds 8M shares of USMV (ISHARES EDGE MSCI MIN VOL US), worth $767.2M as of 2026-Q2. The position was increased (+26.6% shares). USMV represents 0.2% of LPL Financial LLC's portfolio.

Current Value

$767.2M

Current Shares

8M

Total Value Change

+$413.8M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
8M
+26.6%
$767.2M0.2%$96.46
47
2026-Q1
Decreased
6.3M
-0.1%
$582.5M0.2%$97.21
0
2025-Q4
Decreased
6.3M
-4.0%
$592.1M0.2%$94.95
0
2025-Q3
Increased
6.5M
+3.7%
$622.9M0.2%$94.33
39
2025-Q2
Increased
6.3M
+7.4%
$592.7M0.2%$92.27
41
2025-Q1
Increased
5.9M
+3.4%
$550.4M0.2%$91.68
39
2024-Q4
Increased
5.7M
+6.1%
$504.9M0.2%$87.40
40
2024-Q3
Increased
5.4M
+6.9%
$489.2M0.2%$89.30
40
2024-Q2
Decreased
5M
-7.4%
$420.7M0.2%$81.96
0
2024-Q1
Decreased
5.4M
-10.2%
$452.2M0.2%$81.30
0
2023-Q4
Decreased
6M
-20.6%
$470.2M0.3%$75.57
0
2023-Q3
Decreased
7.6M
-6.8%
$549M0.4%$69.71
0
2023-Q2
Decreased
8.1M
-2.5%
$605.3M0.4%$70.49
0
2023-Q1
Increased
8.3M
+8.5%
$607.2M0.5%$68.66
41
2022-Q4
Decreased
7.7M
-2.8%
$554.8M0.5%$68.50
0
2022-Q3
Increased
7.9M
+4.5%
$523.2M0.5%$63.23
46
2022-Q2
Increased
7.6M
+0.5%
$531.7M0.5%$66.24
44
2022-Q1
Decreased
7.5M
-2.7%
$584.3M0.5%$73.36
0
2021-Q4
Increased
7.7M
+10.3%
$626.2M0.5%$75.72
49
2021-Q3
Decreased
7M
-3.0%
$515.7M0.5%$69.18
0
2021-Q2
Decreased
7.2M
-12.5%
$532.5M0.5%$68.39
0
2021-Q1
Decreased
8.3M
-21.8%
$571.8M0.7%$64.12
0
2020-Q4
Decreased
10.6M
-29.4%
$717.7M0.9%$62.04
0
2020-Q3
Decreased
15M
-3.3%
$954.3M1.5%$58.15
0
2020-Q2
Decreased
15.5M
-6.7%
$938.3M1.6%$54.71
0
2020-Q1
Increased
16.6M
+1.1%
$895.9M1.9%$50.31
51
2019-Q4
Increased
16.4M
+4.3%
$1.1B2.0%$59.11
53
2019-Q3
Increased
15.7M
+64.2%
$1B2.1%$57.27
80
2019-Q2
Increased
9.6M
+11.7%
$591.6M1.3%$55.17
55
2019-Q1
Increased
8.6M
+27.2%
$504.5M1.1%$52.27
61
2018-Q4
New
6.7M
-
$353.5M0.9%$45.99
61

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

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