NFP
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Novak Financial Planning’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Novak Financial 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 		$540K Sell
7,335
-101
-1% -$7.3K 0.26% 84
2021
Q1 		$515K Buy
7,436
+19
+0.3% +$1.28K 0.28% 80
2020
Q4 		$503K Buy
+7,417
New +$488K 0.3% 79

Other funds holding USMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Novak Financial Planning's USMV Position: Q2 2021 in Review

Novak Financial Planning reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.4% in Q2 2021, selling an estimated $7.3K and leaving 7,335 shares worth $540K. The position accounts for 0.26% of the portfolio, ranked #84.

Novak Financial Planning first reported a position in USMV in Q4 2020 and has held it in 3 quarters since. 969 funds tracked by Wall St. Rank hold USMV as of Q2 2021.

  • Novak Financial Planning held 7,335 shares of iShares MSCI USA Min Vol Factor ETF worth $540K as of Q2 2021.
  • Novak Financial Planning sold 101 iShares MSCI USA Min Vol Factor ETF shares in Q2 2021, an estimated $7.3K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.26% of Novak Financial Planning's portfolio in Q2 2021, its #84 holding.
  • Novak Financial Planning first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 3 quarters since.
  • 969 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.