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Benjamin Edwards Inc’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Benjamin Edwards Inc’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.92M Buy
19,939
+1,499
+8% +$142K 0.02% 584
2026
Q1 		$1.71M Sell
18,440
-1,131
-6% -$107K 0.02% 585
2025
Q4 		$1.84M Buy
19,571
+183
+0.9% +$17.2K 0.02% 532
2025
Q3 		$1.85M Buy
19,388
+845
+5% +$79.1K 0.02% 507
2025
Q2 		$1.74M Buy
18,543
+7,295
+65% +$671K 0.02% 484
2025
Q1 		$1.05M Buy
11,248
+1,152
+11% +$106K 0.01% 565
2024
Q4 		$897K Buy
10,096
+1,513
+18% +$139K 0.01% 641
2024
Q3 		$784K Buy
8,583
+6,445
+301% +$568K 0.01% 658
2024
Q2 		$180K Sell
2,138
-86
-4% -$7.09K 0.03% 352
2024
Q1 		$186K Buy
2,224
+108
+5% +$8.71K 0.04% 344
2023
Q4 		$165K Sell
2,116
-18,537
-90% -$1.38M 0.04% 351
2023
Q3 		$1.5M Buy
20,653
+30
+0.1% +$2.24K 0.35% 81
2023
Q2 		$1.53M Buy
20,623
+272
+1% +$19.9K 0.36% 81
2023
Q1 		$1.48M Buy
20,351
+42
+0.2% +$3.02K 0.36% 80
2022
Q4 		$1.46M Buy
20,309
+126
+0.6% +$8.97K 0.38% 78
2022
Q3 		$1.33M Sell
20,183
-169
-0.8% -$12.2K 0.4% 72
2022
Q2 		$1.43M Sell
20,352
-846
-4% -$61.9K 0.42% 69
2022
Q1 		$1.64M Sell
21,198
-534
-2% -$40.4K 0.48% 57
2021
Q4 		$1.76M Buy
21,732
+36
+0.2% +$2.79K 0.57% 46
2021
Q3 		$1.59M Buy
21,696
+264
+1% +$20.1K 0.97% 22
2021
Q2 		$1.58M Buy
21,432
+1,136
+6% +$82.1K 1.08% 17
2021
Q1 		$1.4M Buy
20,296
+619
+3% +$41.8K 1.07% 16
2020
Q4 		$1.34M Buy
19,677
+411
+2% +$27.1K 1.04% 19
2020
Q3 		$1.23M Sell
19,266
-327
-2% -$20.8K 1.01% 28
2020
Q2 		$1.19M Sell
19,593
-29
-0.1% -$1.72K 0.99% 26
2020
Q1 		$1.06M Buy
19,622
+2,830
+17% +$180K 1.1% 14
2019
Q4 		$1.1M Buy
16,792
+354
+2% +$22.7K 2.25% 6
2019
Q3 		$1.05M Sell
16,438
-749
-4% -$47.5K 2.28% 8
2019
Q2 		$1.06M Buy
+17,187
New +$1.03M 2.57% 4

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Benjamin Edwards Inc's USMV Position: Q2 2026 in Review

Benjamin Edwards Inc increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 8.1% in Q2 2026, buying an estimated $142K and bringing the position to 19,939 shares worth $1.92M. The position accounts for 0.02% of the portfolio, ranked #584.

Benjamin Edwards Inc first reported a position in USMV in Q2 2019 and has held it in 29 quarters since. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Benjamin Edwards Inc held 19,939 shares of iShares MSCI USA Min Vol Factor ETF worth $1.92M as of Q2 2026.
  • Benjamin Edwards Inc bought 1,499 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $142K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #584 holding.
  • Benjamin Edwards Inc first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2019 and has held it in 29 quarters since.
  • 1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.