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Showing 8 of 26 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in ISHARES EDGE MSCI MIN VOL US

OSAIC HOLDINGS, INC. holds 908,696 shares of USMV (ISHARES EDGE MSCI MIN VOL US), worth $87.7M as of 2026-Q2. The position was increased (+11.0% shares). USMV represents 0.1% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$87.7M

Current Shares

908,696

Total Value Change

-$35.4M

Total Shares Change

-438,836

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
908,696
+11.0%
$87.7M0.1%$96.46
40
2026-Q1
Decreased
818,745
-16.0%
$76M0.1%$97.21
0
2025-Q4
Decreased
974,737
-10.4%
$91.8M0.1%$94.95
0
2025-Q3
Decreased
1.1M
-3.8%
$102.9M0.1%$94.33
0
2025-Q2
Decreased
1.1M
-20.8%
$106.2M0.2%$92.27
0
2025-Q1
Decreased
1.4M
-0.3%
$133.9M0.3%$91.68
0
2024-Q4
Increased
1.4M
+6.4%
$124.9M0.3%$87.40
38
2024-Q3
Increased
1.3M
+35.4%
$123.1M0.3%$89.30
47

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

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