Hibernia Wealth Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Hibernia Wealth 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
2026 Q2	$2.58M	Sell	26,758 -26,348	-50%	-$2.5M	1.4%	15
2026 Q1	$4.93M	Sell	53,106 -10,272	-16%	-$976K	1.46%	14
2025 Q4	$5.97M	Buy	63,378 +25,216	+66%	+$2.38M	1.8%	11
2025 Q3	$3.63M	Sell	38,162 -37,995	-50%	-$3.56M	2.33%	11
2025 Q2	$7.15M	Buy	76,157 +38,703	+103%	+$3.56M	2.31%	11
2025 Q1	$3.51M	Buy	37,454 +49	+0.1%	+$4.51K	2.49%	11
2024 Q4	$3.32M	Sell	37,405 -37,138	-50%	-$3.41M	2.16%	8
2024 Q3	$6.81M	Buy	74,543 +84	+0.1%	+$7.41K	2.04%	9
2024 Q2	$6.25M	Buy	74,459 +37,282	+100%	+$3.07M	2.18%	10
2024 Q1	$3.11M	Buy	37,177 +344	+0.9%	+$27.8K	2.11%	10
2023 Q4	$2.87M	Buy	36,833 +56	+0.2%	+$4.18K	2.15%	11
2023 Q3	$2.66M	Buy	+36,777	New	+$2.74M	2.06%	12

Other funds holding USMV

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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Hibernia Wealth Partners's USMV Position: Q2 2026 in Review

Hibernia Wealth Partners reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 50% in Q2 2026, selling an estimated $2.5M and leaving 26,758 shares worth $2.58M. The position accounts for 1.4% of the portfolio, ranked #15.

Hibernia Wealth Partners first reported a position in USMV in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.15M in Q2 2025. 522 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Hibernia Wealth Partners held 26,758 shares of iShares MSCI USA Min Vol Factor ETF worth $2.58M as of Q2 2026.
Hibernia Wealth Partners sold 26,348 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $2.5M.
iShares MSCI USA Min Vol Factor ETF made up 1.4% of Hibernia Wealth Partners's portfolio in Q2 2026, its #15 holding.
Hibernia Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2023 and has held it in 12 quarters since.
Hibernia Wealth Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $7.15M in Q2 2025.
522 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Hibernia Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.