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Zynergy Retirement Planning’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Zynergy Retirement 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
2025
Q1 		– Sell
-33
Closed -$3.01K – 119
2024
Q4 		$3.01K Hold
33
– – ﹤0.01% 91
2024
Q3 		$3.01K Hold
33
– – ﹤0.01% 91
2024
Q2 		$2.77K Buy
+33
New +$2.72K ﹤0.01% 104

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Zynergy Retirement Planning's USMV Position: Q1 2025 in Review

Zynergy Retirement Planning sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2025, closing a stake of 33 shares — an estimated $3.01K sold.

Zynergy Retirement Planning first reported a position in USMV in Q2 2024 and held it in 3 quarters. The position peaked at $3.01K in Q4 2024. 1,298 funds tracked by Wall St. Rank hold USMV as of Q1 2025.

  • Zynergy Retirement Planning reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 33 iShares MSCI USA Min Vol Factor ETF shares in Q1 2025, an estimated $3.01K.
  • Zynergy Retirement Planning first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2024 and held it in 3 quarters.
  • Zynergy Retirement Planning's iShares MSCI USA Min Vol Factor ETF position peaked at $3.01K in Q4 2024.
  • 1,298 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2025.

Based on Zynergy Retirement Planning's 13F filing for Q1 2025, filed 24 Apr 2025.