LifePlan Investment Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

LifePlan Investment Advisors’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
2024 Q1	–	Sell	-3,491	Closed	-$272K	–	88
2023 Q4	$272K	Sell	3,491 -925	-21%	-$69K	0.25%	56
2023 Q3	$320K	Buy	4,416 +934	+27%	+$69.6K	0.34%	48
2023 Q2	$259K	Buy	+3,482	New	+$254K	0.29%	50

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 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

RJA

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

RJFSA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LifePlan Investment Advisors's USMV Position: Q1 2024 in Review

LifePlan Investment Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2024, closing a stake of 3,491 shares — an estimated $272K sold.

LifePlan Investment Advisors first reported a position in USMV in Q2 2023 and held it in 3 quarters. The position peaked at $320K in Q3 2023. 1,169 funds tracked by Wall St. Rank hold USMV as of Q1 2024.

LifePlan Investment Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
LifePlan Investment Advisors sold 3,491 iShares MSCI USA Min Vol Factor ETF shares in Q1 2024, an estimated $272K.
LifePlan Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2023 and held it in 3 quarters.
LifePlan Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $320K in Q3 2023.
1,169 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2024.

Based on LifePlan Investment Advisors's 13F filing for Q1 2024, filed 21 Jan 2025.