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

Resource Planning 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
2023 Q4	$2.53M	Buy	+32,394	New	+$2.42M	1.61%	19

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Resource Planning Group's USMV Position: Q4 2023 in Review

Resource Planning Group opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2023: 32,394 shares worth $2.53M. The stake represents 1.61% of the portfolio and ranks #19 among its holdings.

1,224 funds tracked by Wall St. Rank hold USMV as of Q4 2023.

Resource Planning Group held 32,394 shares of iShares MSCI USA Min Vol Factor ETF worth $2.53M as of Q4 2023.
iShares MSCI USA Min Vol Factor ETF was a new Resource Planning Group position in Q4 2023.
iShares MSCI USA Min Vol Factor ETF made up 1.61% of Resource Planning Group's portfolio in Q4 2023, its #19 holding.
1,224 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.