Edge Capital Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Edge Capital Group’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
2024 Q4	$336K	Buy	+3,787	New	+$347K	0.02%	252

Other funds holding USMV

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

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Edge Capital Group's USMV Position: Q4 2024 in Review

Edge Capital Group opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2024: 3,787 shares worth $336K. The stake represents 0.02% of the portfolio and ranks #252 among its holdings.

1,282 funds tracked by Wall St. Rank hold USMV as of Q4 2024.

Edge Capital Group held 3,787 shares of iShares MSCI USA Min Vol Factor ETF worth $336K as of Q4 2024.
iShares MSCI USA Min Vol Factor ETF was a new Edge Capital Group position in Q4 2024.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of Edge Capital Group's portfolio in Q4 2024, its #252 holding.
1,282 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.