Hilltop 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 | $2.17M | Sell |
23,131
-172
| -0.7% | -$16.1K | 0.66% | 31 |
|
|
2025
Q1 | $2.18M | Sell |
23,303
-135
| -0.6% | -$12.6K | 0.74% | 24 |
|
|
2024
Q4 | $2.08M | Sell |
23,438
-368
| -2% | -$32.7K | 0.71% | 27 |
|
|
2024
Q3 | $2.17M | Sell |
23,806
-977
| -4% | -$89.2K | 0.73% | 18 |
|
|
2024
Q2 | $2.08M | Sell |
24,783
-620
| -2% | -$52.1K | 0.77% | 18 |
|
|
2024
Q1 | $2.12M | Sell |
25,403
-25
| -0.1% | -$2.09K | 0.76% | 19 |
|
|
2023
Q4 | $1.98M | Sell |
25,428
-297
| -1% | -$23.2K | 0.78% | 19 |
|
|
2023
Q3 | $1.86M | Sell |
25,725
-1,970
| -7% | -$143K | 0.78% | 20 |
|
|
2023
Q2 | $2.06M | Sell |
27,695
-3,049
| -10% | -$227K | 0.86% | 20 |
|
|
2023
Q1 | $2.24M | Buy |
30,744
+228
| +0.7% | +$16.6K | 1.01% | 23 |
|
|
2022
Q4 | $2.2M | Buy |
+30,516
| New | +$2.2M | 1.17% | 16 |
|