Hibernia Wealth Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.15M | Buy |
76,157
+38,703
| +103% | +$3.63M | 2.31% | 10 |
|
|
2025
Q1 | $3.51M | Buy |
37,454
+49
| +0.1% | +$4.59K | 2.49% | 11 |
|
|
2024
Q4 | $3.32M | Sell |
37,405
-37,138
| -50% | -$3.3M | 2.16% | 7 |
|
|
2024
Q3 | $6.81M | Buy |
74,543
+84
| +0.1% | +$7.67K | 2.04% | 8 |
|
|
2024
Q2 | $6.25M | Buy |
74,459
+37,282
| +100% | +$3.13M | 2.18% | 10 |
|
|
2024
Q1 | $3.11M | Buy |
37,177
+344
| +0.9% | +$28.8K | 2.11% | 10 |
|
|
2023
Q4 | $2.87M | Buy |
36,833
+56
| +0.2% | +$4.37K | 2.15% | 11 |
|
|
2023
Q3 | $2.66M | Buy |
+36,777
| New | +$2.66M | 2.06% | 12 |
|