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Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in ISHARES MSCI USA MIN VOL FAC

AE Wealth Management LLC holds 38,892 shares of USMV (ISHARES MSCI USA MIN VOL FAC), worth $3.8M as of 2026-Q2. The position was increased (+5.8% shares). USMV represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$3.8M

Current Shares

38,892

Total Value Change

-$2.1M

Total Shares Change

-25,117

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
38,892
+5.8%
$3.8M0.0%$96.14
28
2026-Q1
Decreased
36,746
-66.9%
$3.4M0.0%$92.15
0
2025-Q4
Increased
111,002
+55.9%
$10.5M0.1%$93.18
39
2025-Q3
Increased
71,214
+12.0%
$6.8M0.0%$93.76
31
2025-Q2
Decreased
63,573
-51.3%
$6M0.0%$92.15
0
2025-Q1
Increased
130,562
+79.1%
$12.2M0.1%$91.62
51
2024-Q4
Increased
72,896
+13.9%
$6.5M0.1%$86.55
31
2024-Q3
Decreased
64,009
-3.0%
$5.8M0.1%$88.60
0

Other major holders of USMV: BNP PARIBAS FINANCIAL MARKETS, BANK OF AMERICA CORP /DE/

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