PP
USMV icon

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

Professional Planning’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
2020
Q3 		– Sell
-6,984
Closed -$423K – 104
2020
Q2 		$423K Sell
6,984
-5,891
-46% -$350K 0.23% 74
2020
Q1 		$684K Sell
12,875
-4,868
-27% -$309K 0.8% 28
2019
Q4 		$1.16M Buy
17,743
+2,395
+16% +$154K 1.01% 27
2019
Q3 		$984K Buy
+15,348
New +$972K 1.05% 25

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Professional Planning's USMV Position: Q3 2020 in Review

Professional Planning sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2020, closing a stake of 6,984 shares — an estimated $423K sold.

Professional Planning first reported a position in USMV in Q3 2019 and held it in 4 quarters. The position peaked at $1.16M in Q4 2019. 900 funds tracked by Wall St. Rank hold USMV as of Q3 2020.

  • Professional Planning reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2020 after selling out during the quarter.
  • Professional Planning sold 6,984 iShares MSCI USA Min Vol Factor ETF shares in Q3 2020, an estimated $423K.
  • Professional Planning first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and held it in 4 quarters.
  • Professional Planning's iShares MSCI USA Min Vol Factor ETF position peaked at $1.16M in Q4 2019.
  • 900 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2020.

Based on Professional Planning's 13F filing for Q3 2020, filed 14 Oct 2020.