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

Planning Strategies’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
2026 Q2	$750K	Buy	+7,776	New	+$738K	0.47%	33

Other funds holding USMV

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Planning Strategies's USMV Position: Q2 2026 in Review

Planning Strategies opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 7,776 shares worth $750K. The stake represents 0.47% of the portfolio and ranks #33 among its holdings.

1,330 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Planning Strategies held 7,776 shares of iShares MSCI USA Min Vol Factor ETF worth $750K as of Q2 2026.
iShares MSCI USA Min Vol Factor ETF was a new Planning Strategies position in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.47% of Planning Strategies's portfolio in Q2 2026, its #33 holding.
1,330 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.