WR Wealth Planners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

WR Wealth Planners’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 Q4	$113K	Sell	1,274 -1,454	-53%	-$133K	0.04%	215
2024 Q3	$249K	Sell	2,728 -233	-8%	-$20.5K	0.07%	156
2024 Q2	$249K	Sell	2,961 -147	-5%	-$12.1K	0.08%	147
2024 Q1	$260K	Sell	3,108 -6,622	-68%	-$534K	0.08%	148
2023 Q4	$759K	Sell	9,730 -1,079	-10%	-$80.5K	0.28%	60
2023 Q3	$782K	Sell	10,809 -2,361	-18%	-$176K	0.3%	54
2023 Q2	$979K	Sell	13,170 -76	-0.6%	-$5.55K	0.38%	46
2023 Q1	$964K	Buy	13,246 +2,860	+28%	+$206K	0.42%	44
2022 Q4	$749K	Buy	10,386 +629	+6%	+$44.8K	0.46%	41
2022 Q3	$645K	Buy	9,757 +399	+4%	+$28.8K	0.45%	37
2022 Q2	$657K	Sell	9,358 -428	-4%	-$31.3K	0.43%	41
2022 Q1	$759K	Buy	+9,786	New	+$741K	0.45%	41

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WR Wealth Planners's USMV Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 53% in Q4 2024, selling an estimated $133K and leaving 1,274 shares worth $113K. The position accounts for 0.04% of the portfolio, ranked #215.

WR Wealth Planners first reported a position in USMV in Q1 2022 and has held it in 12 quarters since. The position peaked at $979K in Q2 2023. 1,282 funds tracked by Wall St. Rank hold USMV as of Q4 2024.

WR Wealth Planners held 1,274 shares of iShares MSCI USA Min Vol Factor ETF worth $113K as of Q4 2024.
WR Wealth Planners sold 1,454 iShares MSCI USA Min Vol Factor ETF shares in Q4 2024, an estimated $133K.
iShares MSCI USA Min Vol Factor ETF made up 0.04% of WR Wealth Planners's portfolio in Q4 2024, its #215 holding.
WR Wealth Planners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's iShares MSCI USA Min Vol Factor ETF position peaked at $979K in Q2 2023.
1,282 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.