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Retirement Planning Group (Kansas)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Retirement Planning Group (Kansas)’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
Q1 		$1.66M Sell
17,925
-38
-0.2% -$3.61K 0.05% 151
2025
Q4 		$1.69M Sell
17,963
-658
-4% -$62K 0.06% 137
2025
Q3 		$1.77M Sell
18,621
-239
-1% -$22.4K 0.06% 124
2025
Q2 		$1.77M Sell
18,860
-343
-2% -$31.6K 0.08% 96
2025
Q1 		$1.8M Sell
19,203
-366
-2% -$33.7K 0.08% 90
2024
Q4 		$1.74M Buy
19,569
+168
+0.9% +$15.4K 0.09% 90
2024
Q3 		$1.77M Sell
19,401
-2,104
-10% -$185K 0.1% 92
2024
Q2 		$1.81M Buy
21,505
+6,702
+45% +$552K 0.11% 76
2024
Q1 		$1.24M Sell
14,803
-858
-5% -$69.2K 0.09% 84
2023
Q4 		$1.22M Sell
15,661
-10,937
-41% -$816K 0.11% 65
2023
Q3 		$1.93M Sell
26,598
-6,059
-19% -$452K 0.2% 42
2023
Q2 		$2.43M Sell
32,657
-2,500
-7% -$183K 0.24% 37
2023
Q1 		$2.56M Sell
35,157
-2,456
-7% -$177K 0.27% 35
2022
Q4 		$2.71M Sell
37,613
-11,154
-23% -$794K 0.31% 32
2022
Q3 		$3.22M Sell
48,767
-6,962
-12% -$502K 0.41% 24
2022
Q2 		$3.91M Sell
55,729
-63,666
-53% -$4.66M 0.48% 19
2022
Q1 		$9.26M Sell
119,395
-489,257
-80% -$37M 1.01% 14
2021
Q4 		$49.2M Buy
608,652
+18,912
+3% +$1.46M 4.76% 8
2021
Q3 		$43.3M Buy
589,740
+32,198
+6% +$2.45M 4.93% 7
2021
Q2 		$41M Buy
557,542
+42,004
+8% +$3.03M 4.71% 8
2021
Q1 		$35.7M Buy
515,538
+26,535
+5% +$1.79M 4.91% 7
2020
Q4 		$33.2M Buy
489,003
+17,371
+4% +$1.14M 4.81% 7
2020
Q3 		$30.1M Buy
471,632
+145,877
+45% +$9.26M 4.9% 7
2020
Q2 		$19.8M Buy
325,755
+280,348
+617% +$16.6M 3.63% 12
2020
Q1 		$2.45M Sell
45,407
-8,958
-16% -$568K 0.59% 17
2019
Q4 		$3.57M Sell
54,365
-18,270
-25% -$1.17M 0.71% 17
2019
Q3 		$4.66M Sell
72,635
-420,384
-85% -$26.6M 0.99% 16
2019
Q2 		$30.4M Buy
493,019
+21,405
+5% +$1.28M 6.9% 6
2019
Q1 		$27.7M Buy
471,614
+48,568
+11% +$2.72M 6.69% 6
2018
Q4 		$22.2M Buy
+423,046
New +$23.3M 5.92% 6

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Retirement Planning Group (Kansas)'s USMV Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.21% in Q1 2026, selling an estimated $3.61K and leaving 17,925 shares worth $1.66M. The position accounts for 0.05% of the portfolio, ranked #151.

Retirement Planning Group (Kansas) first reported a position in USMV in Q4 2018 and has held it in 30 quarters since. The position peaked at $49.2M in Q4 2021. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Retirement Planning Group (Kansas) held 17,925 shares of iShares MSCI USA Min Vol Factor ETF worth $1.66M as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 38 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $3.61K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.05% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #151 holding.
  • Retirement Planning Group (Kansas) first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 30 quarters since.
  • Retirement Planning Group (Kansas)'s iShares MSCI USA Min Vol Factor ETF position peaked at $49.2M in Q4 2021.
  • 1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.