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

NewEdge Wealth’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	$2.92M	Sell	30,255 -3,412	-10%	-$324K	0.03%	359
2026 Q1	$3.12M	Buy	33,667 +10,617	+46%	+$1.01M	0.04%	317
2025 Q4	$2.17M	Buy	23,050 +32	+0.1%	+$3.01K	0.02%	425
2025 Q3	$2.14M	Buy	23,018 +5,875	+34%	+$550K	0.03%	383
2025 Q2	$1.59M	Sell	17,143 -2,256	-12%	-$208K	0.02%	426
2025 Q1	$1.82M	Buy	19,399 +2,654	+16%	+$244K	0.03%	365
2024 Q4	$1.49M	Buy	16,745 +2,927	+21%	+$269K	0.03%	417
2024 Q3	$1.26M	Buy	13,818 +5,578	+68%	+$492K	0.02%	431
2024 Q2	$692K	Buy	8,240 +58	+0.7%	+$4.78K	0.02%	476
2024 Q1	$660K	Buy	8,182 +763	+10%	+$61.6K	0.01%	495
2023 Q4	$579K	Buy	+7,419	New	+$554K	0.01%	483

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

NewEdge Wealth's USMV Position: Q2 2026 in Review

NewEdge Wealth reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 10% in Q2 2026, selling an estimated $324K and leaving 30,255 shares worth $2.92M. The position accounts for 0.03% of the portfolio, ranked #359.

NewEdge Wealth first reported a position in USMV in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.12M in Q1 2026. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

NewEdge Wealth held 30,255 shares of iShares MSCI USA Min Vol Factor ETF worth $2.92M as of Q2 2026.
NewEdge Wealth sold 3,412 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $324K.
iShares MSCI USA Min Vol Factor ETF made up 0.03% of NewEdge Wealth's portfolio in Q2 2026, its #359 holding.
NewEdge Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
NewEdge Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $3.12M in Q1 2026.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.