Fiduciary Planning’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Fiduciary Planning’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
2021 Q2	–	Sell	-900	Closed	-$62K	–	251
2021 Q1	$62K	Buy	900 +3	+0.3%	+$203	0.09%	69
2020 Q4	$61K	Buy	897 +3	+0.3%	+$197	0.09%	72
2020 Q3	$57K	Buy	+894	New	+$56.7K	0.09%	64
2020 Q2	–	Sell	-202,435	Closed	-$10.9M	–	46
2020 Q1	$10.9M	Sell	202,435 -77,996	-28%	-$4.95M	20.51%	1
2019 Q4	$18.9M	Buy	+280,431	New	+$18M	17.46%	2

Other funds holding USMV

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fiduciary Planning's USMV Position: Q2 2021 in Review

Fiduciary Planning sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2021, closing a stake of 900 shares — an estimated $62K sold.

Fiduciary Planning first reported a position in USMV in Q4 2019 and held it in 5 quarters. The position peaked at $18.9M in Q4 2019. 970 funds tracked by Wall St. Rank hold USMV as of Q2 2021.

Fiduciary Planning reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2021 after selling out during the quarter.
Fiduciary Planning sold 900 iShares MSCI USA Min Vol Factor ETF shares in Q2 2021, an estimated $62K.
Fiduciary Planning first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and held it in 5 quarters.
Fiduciary Planning's iShares MSCI USA Min Vol Factor ETF position peaked at $18.9M in Q4 2019.
970 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.