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

RCS Financial 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
2024
Q1 		– Sell
-5,331
Closed -$416K – 76
2023
Q4 		$416K Sell
5,331
-4,030
-43% -$301K 0.27% 50
2023
Q3 		$681K Buy
9,361
+622
+7% +$46.4K 0.52% 37
2023
Q2 		$650K Buy
8,739
+2,073
+31% +$151K 0.54% 34
2023
Q1 		$485K Buy
6,666
+827
+14% +$59.4K 0.43% 38
2022
Q4 		$421K Buy
+5,839
New +$416K 0.41% 40

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RCS Financial Planning's USMV Position: Q1 2024 in Review

RCS Financial Planning sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2024, closing a stake of 5,331 shares — an estimated $416K sold.

RCS Financial Planning first reported a position in USMV in Q4 2022 and held it in 5 quarters. The position peaked at $681K in Q3 2023. 1,169 funds tracked by Wall St. Rank hold USMV as of Q1 2024.

  • RCS Financial Planning reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
  • RCS Financial Planning sold 5,331 iShares MSCI USA Min Vol Factor ETF shares in Q1 2024, an estimated $416K.
  • RCS Financial Planning first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and held it in 5 quarters.
  • RCS Financial Planning's iShares MSCI USA Min Vol Factor ETF position peaked at $681K in Q3 2023.
  • 1,169 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2024.

Based on RCS Financial Planning's 13F filing for Q1 2024, filed 26 Apr 2024.