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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

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

Hilltop Partners's USMV Position: Q1 2026 in Review

Hilltop Partners reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.4% in Q1 2026, selling an estimated $29.1K and leaving 21,439 shares worth $1.99M. The position accounts for 0.51% of the portfolio, ranked #36.

Hilltop Partners first reported a position in USMV in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.24M in Q1 2023. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Hilltop Partners held 21,439 shares of iShares MSCI USA Min Vol Factor ETF worth $1.99M as of Q1 2026.
Hilltop Partners sold 306 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $29.1K.
iShares MSCI USA Min Vol Factor ETF made up 0.51% of Hilltop Partners's portfolio in Q1 2026, its #36 holding.
Hilltop Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 14 quarters since.
Hilltop Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $2.24M in Q1 2023.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Hilltop Partners's 13F filing for Q1 2026, filed 12 May 2026.