Planning Strategies Inc.’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Planning Strategies Inc.’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 Q2	$750K	Buy	+7,776	New	+$738K	0.47%	33

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Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Planning Strategies Inc.'s USMV Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 7,776 shares worth $750K. The stake represents 0.47% of the portfolio and ranks #33 among its holdings.

589 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Planning Strategies Inc. held 7,776 shares of iShares MSCI USA Min Vol Factor ETF worth $750K as of Q2 2026.
iShares MSCI USA Min Vol Factor ETF was a new Planning Strategies Inc. position in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.47% of Planning Strategies Inc.'s portfolio in Q2 2026, its #33 holding.
589 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.