Planning Strategies
USMV icon

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
Q3 		$639K Sell
6,561
-1,215
-16% -$120K 0.38% 38
2026
Q2 		$750K Buy
+7,776
New +$738K 0.47% 33

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Planning Strategies's USMV Position: Q3 2026 in Review

Planning Strategies reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 16% in Q3 2026, selling an estimated $120K and leaving 6,561 shares worth $639K. The position accounts for 0.38% of the portfolio, ranked #38.

Planning Strategies first reported a position in USMV in Q2 2026 and has held it in 2 quarters since. The position peaked at $750K in Q2 2026. 1,207 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Planning Strategies held 6,561 shares of iShares MSCI USA Min Vol Factor ETF worth $639K as of Q3 2026.
  • Planning Strategies sold 1,215 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $120K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.38% of Planning Strategies's portfolio in Q3 2026, its #38 holding.
  • Planning Strategies first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2026 and has held it in 2 quarters since.
  • Planning Strategies's iShares MSCI USA Min Vol Factor ETF position peaked at $750K in Q2 2026.
  • 1,207 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.