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USMVUSMV
31 quarters

Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in ISHARES EDGE MSCI MIN VOL US

NewEdge Advisors, LLC holds 706,484 shares of USMV (ISHARES EDGE MSCI MIN VOL US), worth $68.1M as of 2026-Q2. The position was increased (+14.3% shares). USMV represents 0.2% of NewEdge Advisors, LLC's portfolio.

Current Value

$68.1M

Current Shares

706,484

Total Value Change

+$59.2M

Total Shares Change

+535,795

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
706,484
+14.3%
$68.1M0.2%$96.46
40
2026-Q1
Increased
618,327
+30.0%
$57.3M0.2%$97.21
44
2025-Q4
Decreased
475,640
-4.2%
$44.8M0.2%$94.95
0
2025-Q3
Decreased
496,231
-0.3%
$47.2M0.2%$94.33
0
2025-Q2
Decreased
497,468
-3.7%
$46.7M0.2%$92.27
0
2025-Q1
Increased
516,823
+11.1%
$48.4M0.3%$91.68
39
2024-Q4
Decreased
465,141
-8.9%
$41.3M0.2%$87.40
0
2024-Q3
Increased
510,584
+2.3%
$46.6M0.3%$89.30
36
2024-Q2
Increased
498,951
+21.1%
$41.9M0.3%$81.96
42
2024-Q1
Decreased
411,961
-14.9%
$34.4M0.3%$81.30
0
2023-Q4
Decreased
484,031
-16.7%
$38.3M0.4%$75.57
0
2023-Q3
Decreased
581,258
-2.3%
$42.1M0.5%$69.71
0
2023-Q2
Increased
594,680
+17.0%
$44.2M0.5%$70.49
41
2023-Q1
Increased
508,343
+22.1%
$37M0.5%$68.66
42
2022-Q4
Increased
416,484
+14.8%
$13.8M0.4%$68.50
38
2022-Q3
Increased
362,693
+19.7%
$24M0.4%$63.23
40
2022-Q2
Increased
303,104
+23.0%
$21.3M0.4%$66.24
41
2022-Q1
Decreased
246,365
-2.5%
$19.1M0.3%$73.36
0
2021-Q4
Increased
252,794
+91.5%
$20.5M0.3%$75.72
54
2021-Q3
Increased
132,045
+0.1%
$9.7M0.2%$69.18
33
2021-Q2
Decreased
131,860
-43.1%
$9.7M0.3%$68.39
0
2021-Q1
Decreased
231,889
-36.5%
$16M0.5%$64.12
0
2020-Q4
Increased
365,035
+3.8%
$24.8M0.8%$62.04
42
2020-Q3
Increased
351,759
+11.5%
$22.4M0.8%$58.15
45
2020-Q2
Decreased
315,589
-9.0%
$19.1M0.7%$54.71
0
2020-Q1
Decreased
346,772
-17.7%
$18.7M0.9%$50.31
0
2019-Q4
Increased
421,513
+0.3%
$27.7M1.1%$59.11
45
2019-Q3
Increased
420,224
+39.3%
$26.9M1.2%$57.27
60
2019-Q2
Increased
301,582
+15.8%
$18.6M1.1%$55.17
51
2019-Q1
Increased
260,528
+52.6%
$15.3M1.0%$52.27
55
2018-Q4
New
170,689
-
$8.9M0.6%$45.99
54

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

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