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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Benjamin Edwards Inc's USMV Position: Q1 2026 in Review

Benjamin Edwards Inc reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 5.8% in Q1 2026, selling an estimated $107K and leaving 18,440 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #585.

Benjamin Edwards Inc first reported a position in USMV in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.85M in Q3 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Benjamin Edwards Inc held 18,440 shares of iShares MSCI USA Min Vol Factor ETF worth $1.71M as of Q1 2026.
Benjamin Edwards Inc sold 1,131 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $107K.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of Benjamin Edwards Inc's portfolio in Q1 2026, its #585 holding.
Benjamin Edwards Inc first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2019 and has held it in 28 quarters since.
Benjamin Edwards Inc's iShares MSCI USA Min Vol Factor ETF position peaked at $1.85M in Q3 2025.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.