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Planning Capital Management Corporation’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Planning Capital Management Corporation’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
Q2 		– Sell
-54
Closed -$4.51K – 758
2024
Q1 		$4.51K Buy
+54
New +$4.36K ﹤0.01% 490

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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Planning Capital Management Corporation's USMV Position: Q2 2024 in Review

Planning Capital Management Corporation sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2024, closing a stake of 54 shares — an estimated $4.51K sold.

Planning Capital Management Corporation first reported a position in USMV in Q1 2024 and held it in 1 quarter. The position peaked at $4.51K in Q1 2024. 1,163 funds tracked by Wall St. Rank hold USMV as of Q2 2024.

  • Planning Capital Management Corporation reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 54 iShares MSCI USA Min Vol Factor ETF shares in Q2 2024, an estimated $4.51K.
  • Planning Capital Management Corporation first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2024 and held it in 1 quarter.
  • Planning Capital Management Corporation's iShares MSCI USA Min Vol Factor ETF position peaked at $4.51K in Q1 2024.
  • 1,163 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2024.

Based on Planning Capital Management Corporation's 13F filing for Q2 2024, filed 12 Aug 2024.