Hexagon Capital Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Hexagon Capital Partners’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 Q2	–	Sell	-630	Closed	-$59K	–	1629
2025 Q1	$59K	Buy	630 +1	+0.2%	+$92	0.01%	429
2024 Q4	$55.8K	Hold	629	–	–	0.01%	450
2024 Q3	$57.4K	Hold	629	–	–	0.01%	423
2024 Q2	$52.8K	Hold	629	–	–	0.01%	430
2024 Q1	$52.6K	Sell	629 -44	-7%	-$3.55K	0.01%	419
2023 Q4	$52.5K	Buy	673 +44	+7%	+$3.28K	0.01%	403
2023 Q3	$45.5K	Hold	629	–	–	0.01%	390
2023 Q2	$46.8K	Hold	629	–	–	0.01%	378
2023 Q1	$45.8K	Sell	629 -90	-13%	-$6.47K	0.01%	370
2022 Q4	$51.8K	Hold	719	–	–	0.02%	353
2022 Q3	$48K	Hold	719	–	–	0.01%	404
2022 Q2	$50K	Buy	+719	New	+$52.6K	0.02%	366

Other funds holding USMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hexagon Capital Partners's USMV Position: Q2 2025 in Review

Hexagon Capital Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2025, closing a stake of 630 shares — an estimated $59K sold.

Hexagon Capital Partners first reported a position in USMV in Q2 2022 and held it in 12 quarters. The position peaked at $59K in Q1 2025. 1,300 funds tracked by Wall St. Rank hold USMV as of Q2 2025.

Hexagon Capital Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 630 iShares MSCI USA Min Vol Factor ETF shares in Q2 2025, an estimated $59K.
Hexagon Capital Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2022 and held it in 12 quarters.
Hexagon Capital Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $59K in Q1 2025.
1,300 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.