Superior Planning, LLC’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Superior Planning, LLC’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 Q3	$7.12K	Buy	+73	New	+$7.23K	﹤0.01%	1067

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Superior Planning, LLC's USMV Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2026: 73 shares worth $7.12K. The stake represents ﹤0.01% of the portfolio and ranks #1067 among its holdings.

1,090 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Superior Planning, LLC held 73 shares of iShares MSCI USA Min Vol Factor ETF worth $7.12K as of Q3 2026.
iShares MSCI USA Min Vol Factor ETF was a new Superior Planning, LLC position in Q3 2026.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1067 holding.
1,090 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.