Planning Project LLC’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Planning Project LLC’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
2025 Q4	$2.73K	Buy	+29	New	+$2.73K	﹤0.01%	125

Other funds holding USMV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Planning Project LLC's USMV Position: Q4 2025 in Review

Planning Project LLC opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025: 29 shares worth $2.73K. The stake represents ﹤0.01% of the portfolio and ranks #125 among its holdings.

1,375 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

Planning Project LLC held 29 shares of iShares MSCI USA Min Vol Factor ETF worth $2.73K as of Q4 2025.
iShares MSCI USA Min Vol Factor ETF was a new Planning Project LLC position in Q4 2025.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Planning Project LLC's portfolio in Q4 2025, its #125 holding.
1,375 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.