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HBC Financial Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

HBC Financial Services’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
Q2 		– Sell
-4
Closed – – 177
2024
Q1 		$0 Hold
4
– – ﹤0.01% 184
2023
Q4 		$0 Buy
+4
New +$298 ﹤0.01% 205

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HBC Financial Services's USMV Position: Q2 2024 in Review

HBC Financial Services sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2024, closing a stake of 4 shares.

HBC Financial Services first reported a position in USMV in Q4 2023 and held it in 2 quarters. The position peaked at $0 in Q1 2024. 1,166 funds tracked by Wall St. Rank hold USMV as of Q2 2024.

  • HBC Financial Services reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
  • HBC Financial Services sold 4 iShares MSCI USA Min Vol Factor ETF shares in Q2 2024.
  • HBC Financial Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and held it in 2 quarters.
  • HBC Financial Services's iShares MSCI USA Min Vol Factor ETF position peaked at $0 in Q1 2024.
  • 1,166 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2024.

Based on HBC Financial Services's 13F filing for Q2 2024, filed 7 Aug 2024.