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

Planning Solutions Group’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
2019
Q2 		$1.2M Hold
19,491
– – 0.62% 32
2019
Q1 		$1.15M Hold
19,491
– – 0.61% 32
2018
Q4 		$1.02M Buy
+19,491
New +$1.07M 0.62% 32

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Planning Solutions Group's USMV Position: Q2 2019 in Review

Planning Solutions Group held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2019 at 19,491 shares worth $1.2M. The position accounts for 0.62% of the portfolio, ranked #32.

Planning Solutions Group first reported a position in USMV in Q4 2018 and has held it in 3 quarters since. 692 funds tracked by Wall St. Rank hold USMV as of Q2 2019.

  • Planning Solutions Group held 19,491 shares of iShares MSCI USA Min Vol Factor ETF worth $1.2M as of Q2 2019.
  • Planning Solutions Group left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2019.
  • iShares MSCI USA Min Vol Factor ETF made up 0.62% of Planning Solutions Group's portfolio in Q2 2019, its #32 holding.
  • Planning Solutions Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 3 quarters since.
  • 692 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.