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Planned Solutions’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Planned Solutions’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
Q4 		– Sell
-809
Closed -$73.9K – 605
2024
Q3 		$73.9K Buy
+809
New +$71.3K 0.03% 253
2024
Q1 		– Sell
-809
Closed -$63.1K – 523
2023
Q4 		$63.1K Buy
+809
New +$60.4K 0.03% 250
2021
Q1 		– Sell
-2,521
Closed -$171K – 387
2020
Q4 		$171K Hold
2,521
– – 0.14% 61
2020
Q3 		$161K Buy
+2,521
New +$160K 0.16% 56

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Planned Solutions's USMV Position: Q4 2024 in Review

Planned Solutions sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2024, closing a stake of 809 shares — an estimated $73.9K sold.

Planned Solutions first reported a position in USMV in Q3 2020 and held it in 4 quarters. The position peaked at $171K in Q4 2020. 1,282 funds tracked by Wall St. Rank hold USMV as of Q4 2024.

  • Planned Solutions reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 809 iShares MSCI USA Min Vol Factor ETF shares in Q4 2024, an estimated $73.9K.
  • Planned Solutions first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's iShares MSCI USA Min Vol Factor ETF position peaked at $171K in Q4 2020.
  • 1,282 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.