Position history for NewEdge Advisors, LLC's holdings in ISHARES TR
NewEdge Advisors, LLC holds 618,327 shares of USMV (ISHARES TR), worth $57.3M as of 2026-Q1. The position was increased (+30.0% shares). USMV represents 0.2% of NewEdge Advisors, LLC's portfolio.
Current Value
$57.3M
Current Shares
618,327
Total Value Change
+$15.5M
Total Shares Change
+119,376
Other major holders of USMV: ENVESTNET ASSET MANAGEMENT INC, MORGAN STANLEY
Increased |
| 618,327 |
+30.0% |
| $57.3M |
| 0.2% |
| $97.21 |
44 |
| 2025-Q4 | Decreased | 475,640 | -4.2% | $44.8M | 0.2% | $94.95 | 0 |
| 2025-Q3 | Decreased | 496,231 | -0.3% | $47.2M | 0.2% | $94.33 | 0 |
| 2025-Q2 | Decreased | 497,468 | -3.7% | $46.7M | 0.2% | $92.27 | 0 |
| 2025-Q1 | Increased | 516,823 | +11.1% | $48.4M | 0.3% | $91.68 | 39 |
| 2024-Q4 | Decreased | 465,141 | -8.9% | $41.3M | 0.2% | $87.40 | 0 |
| 2024-Q3 | Increased | 510,584 | +2.3% | $46.6M | 0.3% | $89.30 | 36 |
| 2024-Q2 | Increased | 498,951 | +21.1% | $41.9M | 0.3% | $81.96 | 42 |