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

Life Planning Partners’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
Q3 		$16.3K Hold
247
– – 0.02% 124
2022
Q2 		$18K Hold
247
– – 0.02% 124
2022
Q1 		$19K Hold
247
– – 0.02% 119
2021
Q4 		$20K Buy
+247
New +$19.1K 0.02% 114

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Life Planning Partners's USMV Position: Q3 2022 in Review

Life Planning Partners held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q3 2022 at 247 shares worth $16.3K. The position accounts for 0.02% of the portfolio, ranked #124.

Life Planning Partners first reported a position in USMV in Q4 2021 and has held it in 4 quarters since. The position peaked at $20K in Q4 2021. 1,062 funds tracked by Wall St. Rank hold USMV as of Q3 2022.

  • Life Planning Partners held 247 shares of iShares MSCI USA Min Vol Factor ETF worth $16.3K as of Q3 2022.
  • Life Planning Partners left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q3 2022.
  • iShares MSCI USA Min Vol Factor ETF made up 0.02% of Life Planning Partners's portfolio in Q3 2022, its #124 holding.
  • Life Planning Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 4 quarters since.
  • Life Planning Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $20K in Q4 2021.
  • 1,062 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2022.

Based on Life Planning Partners's 13F filing for Q3 2022, filed 13 Oct 2022.