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USMV icon

NewEdge Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

NewEdge Advisors’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 		$57.3M Buy
618,327
+142,687
+30% +$13.6M 0.21% 96
2025
Q4 		$44.8M Sell
475,640
-20,591
-4% -$1.94M 0.16% 127
2025
Q3 		$47.2M Sell
496,231
-1,237
-0.2% -$116K 0.21% 93
2025
Q2 		$46.7M Sell
497,468
-19,355
-4% -$1.78M 0.24% 85
2025
Q1 		$48.4M Buy
516,823
+51,682
+11% +$4.76M 0.29% 71
2024
Q4 		$41.3M Sell
465,141
-45,443
-9% -$4.17M 0.25% 82
2024
Q3 		$46.6M Buy
510,584
+11,633
+2% +$1.03M 0.3% 66
2024
Q2 		$41.9M Buy
498,951
+86,990
+21% +$7.17M 0.31% 61
2024
Q1 		$34.4M Sell
411,961
-72,070
-15% -$5.82M 0.3% 73
2023
Q4 		$38.3M Sell
484,031
-97,227
-17% -$7.26M 0.36% 61
2023
Q3 		$42.1M Sell
581,258
-13,422
-2% -$1M 0.46% 46
2023
Q2 		$44.2M Buy
594,680
+86,337
+17% +$6.31M 0.5% 39
2023
Q1 		$37M Buy
508,343
+91,859
+22% +$6.6M 0.46% 52
2022
Q4 		$13.8M Buy
416,484
+53,791
+15% +$3.83M 0.37% 53
2022
Q3 		$24M Buy
362,693
+59,589
+20% +$4.3M 0.39% 62
2022
Q2 		$21.3M Buy
303,104
+56,739
+23% +$4.15M 0.35% 72
2022
Q1 		$19.1M Sell
246,365
-6,429
-3% -$487K 0.31% 76
2021
Q4 		$20.5M Buy
252,794
+120,749
+91% +$9.35M 0.31% 73
2021
Q3 		$9.71M Buy
132,045
+185
+0.1% +$14.1K 0.24% 97
2021
Q2 		$9.71M Sell
131,860
-100,029
-43% -$7.23M 0.26% 87
2021
Q1 		$16M Sell
231,889
-133,146
-36% -$9M 0.48% 49
2020
Q4 		$24.8M Buy
365,035
+13,276
+4% +$874K 0.81% 23
2020
Q3 		$22.4M Buy
351,759
+36,170
+11% +$2.3M 0.78% 29
2020
Q2 		$19.1M Sell
315,589
-31,183
-9% -$1.85M 0.75% 35
2020
Q1 		$18.7M Sell
346,772
-74,741
-18% -$4.74M 0.9% 22
2019
Q4 		$27.7M Buy
421,513
+1,289
+0.3% +$82.8K 1.1% 10
2019
Q3 		$26.9M Buy
420,224
+118,642
+39% +$7.52M 1.2% 9
2019
Q2 		$18.6M Buy
301,582
+41,054
+16% +$2.46M 1.14% 10
2019
Q1 		$15.3M Buy
260,528
+89,839
+53% +$5.03M 0.99% 15
2018
Q4 		$8.94K Buy
170,689
+128,564
+305% +$7.07M 0.58% 43
2018
Q3 		$2.4M Buy
42,125
+6,642
+19% +$370K 0.18% 126
2018
Q2 		$1.89K Buy
35,483
+1,939
+6% +$102K 0.17% 124
2018
Q1 		$1.71M Buy
33,544
+1,351
+4% +$71.5K 0.2% 116
2017
Q4 		$1.72M Sell
32,193
-2,323
-7% -$121K 0.23% 95
2017
Q3 		$1.75M Buy
34,516
+15,444
+81% +$770K 0.27% 91
2017
Q2 		$930K Buy
+19,072
New +$929K 0.16% 145

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NewEdge Advisors's USMV Position: Q1 2026 in Review

NewEdge Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 30% in Q1 2026, buying an estimated $13.6M and bringing the position to 618,327 shares worth $57.3M. The position accounts for 0.21% of the portfolio, ranked #96.

NewEdge Advisors first reported a position in USMV in Q2 2017 and has held it in 36 quarters since. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • NewEdge Advisors held 618,327 shares of iShares MSCI USA Min Vol Factor ETF worth $57.3M as of Q1 2026.
  • NewEdge Advisors bought 142,687 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $13.6M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.21% of NewEdge Advisors's portfolio in Q1 2026, its #96 holding.
  • NewEdge Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2017 and has held it in 36 quarters since.
  • 1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.