How many shares of USMV does Merit Financial Group, LLC own?

As of 2026-Q2, Merit Financial Group, LLC holds 183,663 shares of USMV (ISHARES EDGE MSCI MIN VOL US).

What is Merit Financial Group, LLC's USMV position worth?

As of 2026-Q2, Merit Financial Group, LLC's USMV position is worth $17.7M.

Is Merit Financial Group, LLC buying or selling USMV?

In 2026-Q2, Merit Financial Group, LLC increased their USMV position (+5.9% change in shares).

When did Merit Financial Group, LLC first buy USMV?

Based on available 13F filings, Merit Financial Group, LLC first reported a position in USMV in 2019-Q1. They have held the position across 30 quarters.

Back to MF Merit Financial Group, LLC

USMV
30 quarters

Position history for MFMerit Financial Group, LLC's holdings in ISHARES EDGE MSCI MIN VOL US

Current Value

$17.7M

Current Shares

183,663

Total Value Change

+$17.2M

Total Shares Change

+175,256

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	183,663	+5.9%	$17.7M	0.1%	$96.46	36
2026-Q1	Increased	173,406	+24.2%	$16.1M	0.1%	$97.21	41
2025-Q4	Increased	139,648	+1.4%	$13.1M	0.1%	$94.95	34
2025-Q3	Increased	137,701	+0.3%	$13.1M	0.1%	$94.33	33
2025-Q2	Increased	137,220	+40.6%	$12.9M	0.1%	$92.27	44
2025-Q1	Increased	97,585	+27.0%	$9.1M	0.1%	$91.68	41
2024-Q4	Increased	76,827	+9.5%	$6.8M	0.1%	$87.40	36
2024-Q3	Decreased	70,167	-8.2%	$6.4M	0.1%	$89.30	0
2024-Q2	Decreased	76,419	-5.7%	$6.4M	0.1%	$81.96	0
2024-Q1	Decreased	81,063	-31.0%	$6.6M	0.2%	$81.30	0
2023-Q4	Decreased	117,534	-18.5%	$9.2M	0.3%	$75.57	0
2023-Q3	Decreased	144,191	-15.6%	$10.4M	0.3%	$69.71	0
2023-Q2	Decreased	170,804	-4.5%	$12.7M	0.4%	$70.49	0
2023-Q1	Increased	178,759	+8.4%	$13M	0.5%	$68.66	36
2022-Q4	Decreased	164,900	-29.8%	$11.9M	0.4%	$68.50	0
2022-Q3	Increased	234,963	+1.1%	$15.5M	0.7%	$63.23	40
2022-Q2	Increased	232,448	+50.5%	$16.3M	0.5%	$66.24	55
2022-Q1	Decreased	154,411	-31.7%	$12M	0.7%	$73.36	0
2021-Q4	Decreased	226,182	-10.9%	$18.3M	1.8%	$75.72	0
2021-Q3	Decreased	253,964	-7.1%	$18.7M	2.0%	$69.18	0
2021-Q2	Decreased	273,453	-39.7%	$20.1M	1.9%	$68.39	0
2021-Q1	Decreased	453,592	-83.3%	$31.4M	3.3%	$64.12	0
2020-Q4	Increased	2.7M	+6.9%	$184.5M	17.8%	$62.04	63
2020-Q3	Increased	2.5M	+11.5%	$162.1M	14.8%	$58.15	66
2020-Q2	Increased	2.3M	+83.0%	$138.3M	13.8%	$54.71	91
2020-Q1	Increased	1.2M	+344.6%	$67.3M	7.5%	$50.31	93
2019-Q4	Increased	280,407	+50.5%	$18.4M	1.6%	$59.11	62
2019-Q3	Increased	186,358	+1565.0%	$11.9M	1.3%	$57.27	71
2019-Q2	Increased	11,193	+33.1%	$690,000	0.1%	$55.17	31
2019-Q1	New	8,407	-	$494,000	0.1%	$52.27	33

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

USMV30 quarters

USMV
30 quarters