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

Steward Partners Investment Advisory, LLC holds 558,307 shares of USMV (ISHARES EDGE MSCI MIN VOL US), 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%$96.46
0
2026-Q1
Decreased
634,361
-4.8%
$58.8M0.3%$97.21
0
2025-Q4
Decreased
666,308
-5.4%
$62.7M0.3%$94.95
0
2025-Q3
Increased
704,580
+0.6%
$67M0.4%$94.33
35
2025-Q2
Increased
700,707
+7.9%
$65.8M0.5%$92.27
45
2025-Q1
Increased
649,460
+2.7%
$60.8M0.5%$91.68
43
2024-Q4
Increased
632,233
+2.8%
$56.1M0.5%$87.40
36
2024-Q3
Increased
614,976
+14.1%
$56.2M0.5%$89.30
47

Other major holders of USMV: BNP PARIBAS FINANCIAL MARKETS, ENVESTNET ASSET MANAGEMENT INC, MORGAN STANLEY

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