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Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in ISHARES EDGE MSCI MIN VOL US

Dynasty Wealth Management, LLC holds 199,658 shares of USMV (ISHARES EDGE MSCI MIN VOL US), worth $19.3M as of 2026-Q2. The position was decreased (-6.0% shares). USMV represents 0.1% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$19.3M

Current Shares

199,658

Total Value Change

-$82.1M

Total Shares Change

-910,727

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
199,658
-6.0%
$19.3M0.1%$96.46
0
2026-Q1
Decreased
212,459
-76.2%
$19.7M0.2%$97.21
0
2025-Q4
Decreased
893,591
-29.2%
$84.1M0.8%$94.95
0
2025-Q3
Increased
1.3M
+7.2%
$120.1M1.6%$94.33
51
2025-Q2
Decreased
1.2M
-1.5%
$110.5M1.9%$92.27
0
2025-Q1
Decreased
1.2M
-0.8%
$111.9M1.9%$91.68
0
2024-Q4
Increased
1.2M
+8.4%
$106.9M1.8%$87.40
51
2024-Q3
Increased
1.1M
+7.7%
$101.4M3.1%$89.30
59

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

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