HCA
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Harpswell Capital Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Harpswell Capital Advisors’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 		$371K Sell
4,000
-1,500
-27% -$142K 0.28% 34
2025
Q4 		$518K Buy
+5,500
New +$518K 0.41% 26

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Bank of America
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Morgan Stanley
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LPL Financial
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PNC Financial Services Group
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Wealth Enhancement Advisory Services
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CCA
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MRC
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return