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

Hilltop 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 		$2.04M Sell
21,138
-301
-1% -$28.6K 0.49% 38
2026
Q1 		$1.99M Sell
21,439
-306
-1% -$29.1K 0.51% 36
2025
Q4 		$2.05M Sell
21,745
-183
-0.8% -$17.2K 0.53% 36
2025
Q3 		$2.09M Sell
21,928
-1,203
-5% -$113K 0.62% 35
2025
Q2 		$2.17M Sell
23,131
-172
-0.7% -$15.8K 0.66% 31
2025
Q1 		$2.18M Sell
23,303
-135
-0.6% -$12.4K 0.74% 24
2024
Q4 		$2.08M Sell
23,438
-368
-2% -$33.8K 0.71% 27
2024
Q3 		$2.17M Sell
23,806
-977
-4% -$86.1K 0.73% 18
2024
Q2 		$2.08M Sell
24,783
-620
-2% -$51.1K 0.77% 18
2024
Q1 		$2.12M Sell
25,403
-25
-0.1% -$2.02K 0.76% 19
2023
Q4 		$1.98M Sell
25,428
-297
-1% -$22.2K 0.78% 19
2023
Q3 		$1.86M Sell
25,725
-1,970
-7% -$147K 0.78% 20
2023
Q2 		$2.06M Sell
27,695
-3,049
-10% -$223K 0.86% 20
2023
Q1 		$2.24M Buy
30,744
+228
+0.7% +$16.4K 1.01% 23
2022
Q4 		$2.2M Buy
+30,516
New +$2.17M 1.17% 16

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Hilltop Partners's USMV Position: Q2 2026 in Review

Hilltop Partners reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.4% in Q2 2026, selling an estimated $28.6K and leaving 21,138 shares worth $2.04M. The position accounts for 0.49% of the portfolio, ranked #38.

Hilltop Partners first reported a position in USMV in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.24M in Q1 2023. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Hilltop Partners held 21,138 shares of iShares MSCI USA Min Vol Factor ETF worth $2.04M as of Q2 2026.
  • Hilltop Partners sold 301 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $28.6K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.49% of Hilltop Partners's portfolio in Q2 2026, its #38 holding.
  • Hilltop Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • Hilltop Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $2.24M in Q1 2023.
  • 1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Hilltop Partners's 13F filing for Q2 2026, filed 5 Aug 2026.