Newbridge Financial Services Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Newbridge Financial Services 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
2026 Q2	$15.1K	Hold	156	–	–	﹤0.01%	774
2026 Q1	$14.5K	Hold	156	–	–	﹤0.01%	718
2025 Q4	$14.7K	Hold	156	–	–	﹤0.01%	713
2025 Q3	$14.8K	Hold	156	–	–	﹤0.01%	810
2025 Q2	$14.6K	Buy	156 +1	+0.6%	+$92	﹤0.01%	799
2025 Q1	$14.6K	Sell	155 -84	-35%	-$7.73K	﹤0.01%	613
2024 Q4	$21.2K	Sell	239 -100	-29%	-$9.17K	0.01%	586
2024 Q3	$31K	Hold	339	–	–	0.01%	313
2024 Q2	$28.4K	Hold	339	–	–	0.01%	503
2024 Q1	$28.3K	Sell	339 -88	-21%	-$7.1K	0.01%	531
2023 Q4	$33.3K	Sell	427 -301	-41%	-$22.5K	0.02%	487
2023 Q3	$52.7K	Sell	728 -140	-16%	-$10.4K	0.03%	405
2023 Q2	$64.5K	Sell	868 -146	-14%	-$10.7K	0.03%	397
2023 Q1	$73.8K	Sell	1,014 -42	-4%	-$3.02K	0.04%	374
2022 Q4	$76.2K	Buy	1,056 +4	+0.4%	+$285	0.04%	362
2022 Q3	$70K	Buy	1,052 +202	+24%	+$14.6K	0.04%	371
2022 Q2	$60K	Buy	850 +46	+6%	+$3.37K	0.04%	369
2022 Q1	$62K	Buy	804 +3	+0.4%	+$227	0.03%	421
2021 Q4	$65K	Buy	801 +214	+36%	+$16.6K	0.03%	398
2021 Q3	$43K	Buy	587 +192	+49%	+$14.6K	0.03%	456
2021 Q2	$29K	Buy	395 +170	+76%	+$12.3K	0.02%	661
2021 Q1	$16K	Sell	225 -811	-78%	-$54.8K	0.01%	757
2020 Q4	$70K	Buy	1,036 +2	+0.2%	+$132	0.06%	265
2020 Q3	$66K	Buy	+1,034	New	+$65.6K	0.07%	262

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Newbridge Financial Services Group's USMV Position: Q2 2026 in Review

Newbridge Financial Services Group held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 156 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Newbridge Financial Services Group first reported a position in USMV in Q3 2020 and has held it in 24 quarters since. The position peaked at $76.2K in Q4 2022. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Newbridge Financial Services Group held 156 shares of iShares MSCI USA Min Vol Factor ETF worth $15.1K as of Q2 2026.
Newbridge Financial Services Group left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #774 holding.
Newbridge Financial Services Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2020 and has held it in 24 quarters since.
Newbridge Financial Services Group's iShares MSCI USA Min Vol Factor ETF position peaked at $76.2K in Q4 2022.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.