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Position history for CAPTRUST FINANCIAL ADVISORSCAPTRUST FINANCIAL ADVISORS's holdings in ISHARES EDGE MSCI MIN VOL US

CAPTRUST FINANCIAL ADVISORS holds 725,620 shares of USMV (ISHARES EDGE MSCI MIN VOL US), worth $70M as of 2026-Q2. The position was increased (+1.4% shares). USMV represents 0.1% of CAPTRUST FINANCIAL ADVISORS's portfolio.

Current Value

$70M

Current Shares

725,620

Total Value Change

-$13.2M

Total Shares Change

-185,776

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
725,620
+1.4%
$70M0.1%$96.46
36
2026-Q1
Decreased
715,391
-2.8%
$66.3M0.1%$97.21
0
2025-Q4
Decreased
735,946
-3.2%
$69.3M0.1%$94.95
0
2025-Q3
Decreased
760,024
-0.7%
$72.3M0.1%$94.33
0
2025-Q2
Decreased
765,468
-4.7%
$71.9M0.2%$92.27
0
2025-Q1
Increased
802,897
+4.5%
$75.2M0.2%$91.68
37
2024-Q4
Decreased
768,634
-15.7%
$68.2M0.2%$87.40
0
2024-Q3
Decreased
911,396
-84.8%
$83.2M0.2%$89.30
0

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

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