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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in ISHARES MSCI USA MIN VOL FAC

Steward Partners Investment Advisory, LLC holds 558,307 shares of USMV (ISHARES MSCI USA MIN VOL FAC), worth $53.9M as of 2026-Q2. The position was decreased (-12.0% shares). USMV represents 0.3% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$53.9M

Current Shares

558,307

Total Value Change

-$2.3M

Total Shares Change

-56,669

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
558,307
-12.0%
$53.9M0.3%$96.14
0
2026-Q1
Decreased
634,361
-4.8%
$58.8M0.3%$92.15
0
2025-Q4
Decreased
666,308
-5.4%
$62.7M0.3%$93.18
0
2025-Q3
Increased
704,580
+0.6%
$67M0.4%$93.76
35
2025-Q2
Increased
700,707
+7.9%
$65.8M0.5%$92.15
45
2025-Q1
Increased
649,460
+2.7%
$60.8M0.5%$91.62
43
2024-Q4
Increased
632,233
+2.8%
$56.1M0.5%$86.55
36
2024-Q3
Increased
614,976
+14.1%
$56.2M0.5%$88.60
47

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

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