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

Legacy Wealth 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
2022 Q2	–	Sell	-4,013	Closed	-$311K	–	106
2022 Q1	$311K	Sell	4,013 -2,392	-37%	-$181K	0.37%	56
2021 Q4	$518K	Sell	6,405 -3,514	-35%	-$272K	0.59%	38
2021 Q3	$729K	Sell	9,919 -739	-7%	-$56.3K	0.82%	30
2021 Q2	$785K	Sell	10,658 -889	-8%	-$64.2K	0.89%	29
2021 Q1	$799K	Sell	11,547 -122,196	-91%	-$8.26M	1.02%	27
2020 Q4	$9.08M	Sell	133,743 -39,930	-23%	-$2.63M	11.65%	2
2020 Q3	$11.1M	Sell	173,673 -4,248	-2%	-$270K	12.65%	2
2020 Q2	$10.8M	Sell	177,921 -12,463	-7%	-$740K	12.84%	2
2020 Q1	$10.3M	Sell	190,384 -7,142	-4%	-$453K	16.46%	1
2019 Q4	$13M	Buy	+197,526	New	+$12.7M	14.67%	1

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 $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Wealth Planning's USMV Position: Q2 2022 in Review

Legacy Wealth Planning sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2022, closing a stake of 4,013 shares — an estimated $311K sold.

Legacy Wealth Planning first reported a position in USMV in Q4 2019 and held it in 10 quarters. The position peaked at $13M in Q4 2019. 1,089 funds tracked by Wall St. Rank hold USMV as of Q2 2022.

Legacy Wealth Planning reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
Legacy Wealth Planning sold 4,013 iShares MSCI USA Min Vol Factor ETF shares in Q2 2022, an estimated $311K.
Legacy Wealth Planning first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and held it in 10 quarters.
Legacy Wealth Planning's iShares MSCI USA Min Vol Factor ETF position peaked at $13M in Q4 2019.
1,089 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2022.

Based on Legacy Wealth Planning's 13F filing for Q2 2022, filed 26 Jul 2022.