New Edge Wealth, LLC Ishares Msci Usa Min Vol Facto Transaction History

New Edge Wealth, LLC

$5.97 Billion
Q2 2025

A detailed history of New Edge Wealth, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, New Edge Wealth, LLC holds 17,143 shares of USMV stock, worth $1.64 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

17,143

Previous 19,399 11.63%

Holding current value

$1.64 Million

Previous $1.82 Million 11.4%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$85.42 - $94.39 $192,707 - $212,943	-2,256 Reduced 11.63%	17,143 $1.61 Million
Q1 2025 May 09, 2025	BUY	$87.68 - $94.52 $232,702 - $250,856	2,654 Added 15.85%	19,399 $1.82 Million
Q4 2024 Feb 04, 2025	BUY	$88.59 - $94.57 $259,302 - $276,806	2,927 Added 21.18%	16,745 $1.49 Million
Q3 2024 Nov 12, 2024	BUY	$83.76 - $91.82 $467,213 - $512,171	5,578 Added 67.69%	13,818 $1.26 Million
Q2 2024 Aug 01, 2024	BUY	$79.92 - $84.63 $4,635 - $4,908	58 Added 0.71%	8,240 $691,000
Q1 2024 May 06, 2024	BUY	$77.86 - $83.58 $59,407 - $63,771	763 Added 10.28%	8,182 $683,000
Q4 2023 Jan 29, 2024	BUY	$70.56 - $78.63 $523,484 - $583,355	7,419 New	7,419 $578,000

Others Institutions Holding USMV

# of Institutions

1,463

Shares Held

197M

Call Options Held

33.3K

Put Options Held

79.7K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

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New Edge Wealth, LLC Ishares Msci Usa Min Vol Facto Transaction History