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

Hilltop Wealth Advisors’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
2022 Q1	–	Sell	-150,025	Closed	-$12.1M	–	37
2021 Q4	$12.1M	Buy	150,025 +1,573	+1%	+$122K	8.43%	5
2021 Q3	$10.9M	Buy	148,452 +8,503	+6%	+$648K	7.66%	6
2021 Q2	$10.3M	Buy	139,949 +4,921	+4%	+$356K	7.29%	6
2021 Q1	$9.34M	Buy	135,028 +4,159	+3%	+$281K	7.14%	6
2020 Q4	$8.88M	Buy	130,869 +1,397	+1%	+$92K	7.91%	4
2020 Q3	$8.25M	Buy	129,472 +3,560	+3%	+$226K	8.36%	4
2020 Q2	$7.63M	Sell	125,912 -35,540	-22%	-$2.11M	8.36%	4
2020 Q1	$8.72M	Buy	161,452 +3,732	+2%	+$237K	10.65%	3
2019 Q4	$10.3M	Buy	+157,720	New	+$10.1M	10.73%	3

Other funds holding USMV

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hilltop Wealth Advisors's USMV Position: Q1 2022 in Review

Hilltop Wealth Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2022, closing a stake of 150,025 shares — an estimated $12.1M sold.

Hilltop Wealth Advisors first reported a position in USMV in Q4 2019 and held it in 9 quarters. The position peaked at $12.1M in Q4 2021. 1,121 funds tracked by Wall St. Rank hold USMV as of Q1 2022.

Hilltop Wealth Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
Hilltop Wealth Advisors sold 150,025 iShares MSCI USA Min Vol Factor ETF shares in Q1 2022, an estimated $12.1M.
Hilltop Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and held it in 9 quarters.
Hilltop Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $12.1M in Q4 2021.
1,121 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2022.

Based on Hilltop Wealth Advisors's 13F filing for Q1 2022, filed 19 Apr 2022.