HPFG
USMV icon

Hart & Patterson Financial Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Hart & Patterson Financial Group’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 		$479K Buy
5,394
+361
+7% +$33.1K 0.23% 50
2024
Q3 		$460K Buy
+5,033
New +$444K 0.22% 51
2024
Q1 		– Sell
-6,931
Closed -$541K – 68
2023
Q4 		$541K Buy
+6,931
New +$517K 0.28% 41

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hart & Patterson Financial Group's USMV Position: Q4 2024 in Review

Hart & Patterson Financial Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 7.2% in Q4 2024, buying an estimated $33.1K and bringing the position to 5,394 shares worth $479K. The position accounts for 0.23% of the portfolio, ranked #50.

Hart & Patterson Financial Group first reported a position in USMV in Q4 2023 and has held it in 3 quarters since. The position peaked at $541K in Q4 2023. 1,282 funds tracked by Wall St. Rank hold USMV as of Q4 2024.

  • Hart & Patterson Financial Group held 5,394 shares of iShares MSCI USA Min Vol Factor ETF worth $479K as of Q4 2024.
  • Hart & Patterson Financial Group bought 361 iShares MSCI USA Min Vol Factor ETF shares in Q4 2024, an estimated $33.1K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.23% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #50 holding.
  • Hart & Patterson Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 3 quarters since.
  • Hart & Patterson Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $541K in Q4 2023.
  • 1,282 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.