LifePlan Financial Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

LifePlan Financial Group’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
2020 Q3	$2.89M	Sell	45,326 -49	-0.1%	-$3.11K	1.24%	24
2020 Q2	$2.75M	Sell	45,375 -6,140	-12%	-$364K	1.25%	23
2020 Q1	$2.78M	Buy	51,515 +1,419	+3%	+$90K	1.51%	20
2019 Q4	$3.29M	Sell	50,096 -19,081	-28%	-$1.23M	1.46%	21
2019 Q3	$4.43M	Buy	69,177 +22,960	+50%	+$1.45M	2.09%	14
2019 Q2	$2.85M	Buy	46,217 +1,759	+4%	+$106K	1.38%	24
2019 Q1	$2.61M	Buy	44,458 +33,510	+306%	+$1.88M	1.39%	24
2018 Q4	$574K	Buy	10,948 +2,188	+25%	+$120K	0.36%	50
2018 Q3	$500K	Buy	8,760 +190	+2%	+$10.6K	0.27%	62
2018 Q2	$456K	Sell	8,570 -204	-2%	-$10.7K	0.25%	68
2018 Q1	$456K	Sell	8,774 -97	-1%	-$5.13K	0.27%	64
2017 Q4	$447K	Hold	8,871	–	–	0.28%	68
2017 Q3	$447K	Buy	8,871 +615	+7%	+$30.7K	0.28%	68
2017 Q2	$404K	Sell	8,256 -884	-10%	-$43.1K	0.28%	71
2017 Q1	$436K	Sell	9,140 -14,065	-61%	-$659K	0.3%	66
2016 Q4	$1.05M	Buy	23,205 +17,249	+290%	+$770K	0.74%	44
2016 Q3	$271K	Buy	+5,956	New	+$276K	0.19%	92

Other funds holding USMV

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $432B AUM 30.22% 1-Year Est. Return

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

LifePlan Financial Group's USMV Position: Q3 2020 in Review

LifePlan Financial Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.11% in Q3 2020, selling an estimated $3.11K and leaving 45,326 shares worth $2.89M. The position accounts for 1.24% of the portfolio, ranked #24.

LifePlan Financial Group first reported a position in USMV in Q3 2016 and has held it in 17 quarters since. The position peaked at $4.43M in Q3 2019. 900 funds tracked by Wall St. Rank hold USMV as of Q3 2020.

LifePlan Financial Group held 45,326 shares of iShares MSCI USA Min Vol Factor ETF worth $2.89M as of Q3 2020.
LifePlan Financial Group sold 49 iShares MSCI USA Min Vol Factor ETF shares in Q3 2020, an estimated $3.11K.
iShares MSCI USA Min Vol Factor ETF made up 1.24% of LifePlan Financial Group's portfolio in Q3 2020, its #24 holding.
LifePlan Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2016 and has held it in 17 quarters since.
LifePlan Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $4.43M in Q3 2019.
900 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.