How many shares of USMV does Kestra Advisory Services, LLC own?

As of 2026-Q2, Kestra Advisory Services, LLC holds 306,368 shares of USMV (ISHARES EDGE MSCI MIN VOL US).

What is Kestra Advisory Services, LLC's USMV position worth?

As of 2026-Q2, Kestra Advisory Services, LLC's USMV position is worth $29.6M.

Is Kestra Advisory Services, LLC buying or selling USMV?

In 2026-Q2, Kestra Advisory Services, LLC decreased their USMV position (-7.1% change in shares).

When did Kestra Advisory Services, LLC first buy USMV?

Based on available 13F filings, Kestra Advisory Services, LLC first reported a position in USMV in 2020-Q3. They have held the position across 24 quarters.

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Kestra Advisory Services, LLC

USMV
24 quarters

Position history for Kestra Advisory Services, LLC's holdings in ISHARES EDGE MSCI MIN VOL US

Current Value

$29.6M

Current Shares

306,368

Total Value Change

-$17.5M

Total Shares Change

-430,343

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	306,368	-7.1%	$29.6M	0.1%	$96.46	0
2026-Q1	Increased	329,668	+17.6%	$30.6M	0.1%	$97.21	40
2025-Q4	Increased	280,368	+5.3%	$26.4M	0.1%	$94.95	36
2025-Q3	Decreased	266,139	-2.0%	$25.3M	0.1%	$94.33	0
2025-Q2	Increased	271,470	+18.5%	$25.5M	0.1%	$92.27	40
2025-Q1	Decreased	229,169	-28.2%	$21.5M	0.1%	$91.68	0
2024-Q4	Increased	319,103	+7.3%	$28.3M	0.2%	$87.40	37
2024-Q3	Decreased	297,502	-13.2%	$27.2M	0.1%	$89.30	0
2024-Q2	Increased	342,847	+5.0%	$28.8M	0.2%	$81.96	36
2024-Q1	Increased	326,659	+5.9%	$27.3M	0.2%	$81.30	36
2023-Q4	Decreased	308,578	-6.0%	$24.1M	0.2%	$75.57	0
2023-Q3	Increased	328,092	+10.3%	$23.7M	0.2%	$69.71	38
2023-Q2	Decreased	297,463	-14.8%	$22.1M	0.2%	$70.49	0
2023-Q1	Decreased	349,045	-24.3%	$25.4M	0.3%	$68.66	0
2022-Q4	Decreased	461,331	-8.4%	$33.3M	0.3%	$68.50	0
2022-Q3	Decreased	503,546	-3.9%	$33.3M	0.4%	$63.23	0
2022-Q2	Increased	523,899	+1.0%	$36.8M	0.4%	$66.24	35
2022-Q1	Decreased	518,504	-7.7%	$40.2M	0.4%	$73.36	0
2021-Q4	Increased	561,928	+18.8%	$45.5M	0.5%	$75.72	41
2021-Q3	Decreased	473,065	-3.8%	$34.8M	0.3%	$69.18	0
2021-Q2	Decreased	491,542	-19.2%	$36.2M	0.4%	$68.39	0
2021-Q1	Decreased	608,673	-27.0%	$42.1M	0.5%	$64.12	0
2020-Q4	Increased	834,125	+13.2%	$56.1M	0.7%	$62.04	47
2020-Q3	New	736,711	-	$47.1M	0.9%	$58.15	57

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

USMV24 quarters

USMV
24 quarters