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USMVUSMV
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Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in ISHARES EDGE MSCI MIN VOL US

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 4.7M shares of USMV (ISHARES EDGE MSCI MIN VOL US), worth $458.5M as of 2026-Q2. The position was increased (+7.6% shares). USMV represents 0.8% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$458.5M

Current Shares

4.7M

Total Value Change

+$166.1M

Total Shares Change

+1.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4.7M
+7.6%
$458.5M0.8%$96.46
48
2026-Q1
Decreased
4.4M
-37.4%
$406.9M0.8%$97.21
0
2025-Q4
Increased
7M
+2.1%
$659.8M0.9%$94.95
45
2025-Q3
Increased
6.8M
+2.3%
$650.7M1.0%$94.33
45
2025-Q2
Increased
6.7M
+0.8%
$628.6M1.0%$92.27
50
2025-Q1
Increased
6.6M
+102.5%
$620.4M1.2%$91.68
80
2024-Q4
Increased
3.3M
+2.1%
$290.5M0.6%$87.40
44
2024-Q3
Increased
3.2M
+0.1%
$292.4M0.6%$89.30
43

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

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